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 while providing support to clients throughout the year-end reporting process.

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 prepare required government filings, including IRS Form 5500
• Utilize administration software to perform 401(k) testing and reporting, and make outgoing reminder communications to clients

Required qualifications

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