Retirement Plan Operations Specialist

Job Summary

To support a growing team, the full-time Retirement Plan Operations Specialist will manage the administration, testing, and reporting of 401(k) plans remotely, ensuring clients receive timely updates and assistance with their year-end reporting documents.

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 accuracy and completeness, and reconcile plans using Excel and administration software
• Prepare required government filings, including IRS Form 5500, utilizing filing software and maintaining communication with clients throughout the reporting process

Required qualifications

• 1 to 5 years of experience in back-office financial operations, such as benefits administration or compliance testing
• Proficiency in Microsoft Excel, Word, and Outlook
• Preferred direct retirement-plan operations experience, including 401(k) or IRA administration
• Experience with document review and reconciliation as part of daily job responsibilities
• Associate's or bachelor's degree in business or finance, or equivalent work experience, is preferred