Retirement Plan Operations Specialist

Job Summary

Working remotely in a full-time capacity, the Retirement Plan Operations Specialist will manage the administration, testing, and reporting of 401(k) plans, ensuring accurate document review and client communication throughout the year-end reporting process.

Key responsibilities

• Work with clients to gather necessary information for annual reporting and prepare required government filings
• Review client-submitted documents for completeness and accuracy, and utilize software for 401(k) testing and reporting
• Educate clients on the administration of their 401(k) plans and maintain proactive communication during 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 in retirement-plan operations, 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