Retirement Plan Operations Specialist

Job Summary

As a fully remote opportunity, the Retirement Plan Operations Specialist will manage the administration, testing, and reporting of 401(k) plans, ensuring client compliance and document accuracy while providing excellent customer service.

Key responsibilities

• Work with clients to gather necessary information for annual reporting and educate them on 401(k) plan administration
• Review client-submitted documents for completeness and accuracy, and reconcile plans using Excel and administration software
• Prepare required government filings, including IRS Form 5500, and perform 401(k) testing and reporting

Required qualifications

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