Retirement Plan Operations Specialist

About This Role

As a Retirement Plan Specialist, you will learn to administer, test, and report on 401(k) plans, ensuring compliance and supporting clients with their annual reporting and government filings.

Responsibilities

• Work with clients to obtain necessary information for annual reporting
• Review documents submitted by clients for completeness and accuracy
• Reconcile plans with rollovers and plan stock using Excel and administration software
• Utilize administration software to complete 401(k) testing and reporting
• Make outgoing reminder calls and send emails to clients during the plan year reporting process
• Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software
• Educate clients regarding the administration of their 401(k) plan and plan documents
• Share knowledge and explain complex topics simply
• Perform training on concepts for a Retirement Plan Administrator I

Requirements

• Must be 18 years of age
• Excellent verbal and written communication skills
• Meticulous attention to detail and proactive approach to problem solving
• Skills in customer service, organization, and collaboration
• Adequate math and analytical skills
• Proficiency in using Microsoft Excel, Word, and Outlook
• Ability to work in an autonomous environment
• Ability to create an inclusive workplace
• Must pass a background check
• Meet work from home requirements (designated workspace, reliable high-speed internet)

Qualifications

• Associate's or bachelor's degree in a related field (business, finance, etc.) or equivalent work experience preferred
• Entry level position

Nice to Have

• Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations

Skills

* Required skills

Benefits