Retirement Plan Operations Specialist

Job Summary

As a fully remote Retirement Plan Operations Specialist, the candidate will manage the administration, testing, and reporting of 401(k) plans, engaging with clients to ensure accurate document submission and compliance with government filings.

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, and maintain ongoing communication with clients throughout the reporting process

Required qualifications

• 1 to 5 years of experience in back-office financial operations, preferably in benefits administration or compliance testing
• Proficiency in Microsoft Excel, Word, and Outlook
• Direct experience with 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