Retirement Plan Operations Specialist

Job Summary

To support a growing practice, the full-time Retirement Plan Operations Specialist will manage client communications, review documents for accuracy, and assist in preparing annual 401(k) government filings while working remotely.

Key responsibilities

• Work with clients to obtain necessary information for annual reporting and prepare required filings
• Review client-submitted documents for completeness and accuracy while reconciling plans using Excel and administration software
• Educate clients on 401(k) plan administration and maintain proactive communication throughout the reporting process

Required qualifications

• 1 to 5 years of experience in back-office financial operations, preferably in benefits administration or compliance support
• Proficiency in Microsoft Excel, Word, and Outlook
• Direct experience in retirement-plan operations, including 401(k) administration and year-end reporting
• Associate's or bachelor's degree in business or finance, or equivalent work experience, is preferred
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred