Retirement Plan Operations Specialist

Job Summary

To support a growing team, the full-time remote Retirement Plan Operations Specialist will manage the administration, testing, and reporting of 401(k) plans, ensuring clients receive timely updates and assistance with necessary documentation.

Key responsibilities

• Work with clients to gather information for annual reporting and review submitted documents for accuracy
• Utilize administration software to perform 401(k) testing and prepare government filings, including IRS Form 5500
• 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 experience in back-office financial operations, including benefits administration or compliance support
• Proficiency in Microsoft Excel, Word, and Outlook
• Preferred direct experience with 401(k) or IRA administration, including compliance testing and year-end reporting
• 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