Retirement Plan Operations Specialist

About This Role

As a Retirement Plan Specialist, you will support entrepreneurs nationwide by learning the full process of administering, testing, and reporting on 401(k) plans. This role involves reviewing documents, communicating with clients, and preparing government filings to ensure compliance and client understanding.

Responsibilities

• Work with clients to obtain necessary information for annual reporting
• Review documents submitted by clients for completeness and accuracy
• Reconcile plans with only 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 401(k) 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

Skills

* Required skills

Benefits