Retirement Plan Operations Specialist

We are recruiting for a Retirement Plan Operations Specialist role. As a fully remote position, you will work from the comfort of your own home and assist entrepreneurs nationwide in achieving their dreams of launching their own businesses. The role involves working with clients to obtain necessary information, reviewing documents, reconciling plans, and preparing required 401(k) plan government filings.

Requirements

• Work with clients to obtain necessary information to prepare the 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
• 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
• Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred
• Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred
• Ability to work in an autonomous environment where you can be a self-directed worker
• Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen.

Benefits

• Comprehensive health coverage (with a free premium option)
• Competitive salary
• Paid parental leave
• A generous 401k match
• 3 weeks of Paid Time Off plus 11 Paid Holidays