Retirement Plan Operations Specialist

Job Summary

To support a growing team, the full-time remote Retirement Plan Operations Specialist will manage client interactions, review documentation for accuracy, and assist in the preparation of annual 401(k) reporting and government filings.

Key responsibilities:

• Work with clients to obtain necessary information for annual reporting and prepare required government filings
• Review client-submitted documents for completeness and accuracy, and reconcile plans using Excel and administration software
• Educate clients on the administration of their 401(k) plans and maintain proactive communication throughout the reporting process

Required qualifications:

• 1 to 5 years of adjacent back-office financial operations experience in benefits administration, compliance testing, or similar areas
• Experience with document review and transaction processing as daily job responsibilities
• Proficiency in Microsoft Excel, Word, and Outlook
• Associate's or bachelor's degree in a related field or equivalent work experience is preferred
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred