Retirement Plan Operations Specialist

About This Role

This role involves supporting entrepreneurs by administering, testing, and reporting on 401(k) plans, ensuring compliance and client understanding of year-end reporting documents.

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 IRS Form 5500, using filing software
• Educate clients regarding the administration of their 401(k) plan and plan documents

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

Qualifications

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

Nice to Have

• Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL regulations
• Ability to work in an autonomous environment
• Ability to create an inclusive workplace

Skills

* Required skills

Benefits