Retirement Plan Operations Specialist

Job Summary

Assisting clients with the administration of 401(k) plans, the full-time Retirement Plan Operations Specialist will work remotely to review documents, prepare annual reporting, and educate clients on compliance requirements.

Key responsibilities

• Obtain necessary information from clients to prepare annual reporting and review submitted documents for accuracy
• Utilize administration software to complete 401(k) testing and prepare government filings, including IRS Form 5500
• Make reminder calls and send emails to clients during the plan year reporting process while educating them on their 401(k) plan administration

Required qualifications

• 1 to 5 years of experience in back-office financial operations, preferably in benefits administration or retirement plan operations
• Proficiency in Microsoft Excel, Word, and Outlook
• Direct experience with 401(k) or IRA administration, compliance testing, or year-end reporting is preferred
• 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