Retirement Plan Operations Specialist

Job Summary

To support a growing team, the full-time Retirement Plan Operations Specialist will administer and report on 401(k) plans, review client documents for accuracy, and educate clients on their retirement plan requirements while working remotely.

Key responsibilities

• Review client-submitted documents for completeness and accuracy to prepare annual reporting
• Utilize administration software to complete 401(k) testing and prepare required government filings, including IRS Form 5500
• Communicate with clients to obtain necessary information and provide updates throughout the reporting process

Required qualifications

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