Retirement Plan Operations Specialist

About Our Client:

The organization operates within the financial services sector, focusing on empowering entrepreneurs and supporting small business growth. With over 23 years of experience, it has facilitated the distribution of $5 billion in funding, enabling the launch of more than 30,000 businesses and the creation of nearly 100,000 jobs. The company emphasizes employee ownership and accountability as part of its evolving structure.

About the Opportunity:

The RETIREMENT PLAN OPERATIONS SPECIALIST role is designed to support the administration, testing, and reporting of 401(k) plans. This position plays a crucial role in ensuring clients receive accurate and timely assistance with plan documentation and government filings. It contributes directly to client satisfaction by facilitating clear communication and efficient plan management.

Responsibilities:

• Obtain necessary information from clients for annual reporting
• Review client-submitted documents for completeness and accuracy
• Reconcile plans involving rollovers and plan stock using Excel and administration software
• Utilize software to complete 401(k) testing and reporting
• Make reminder calls and send emails to clients during the reporting process
• Prepare required government filings, including IRS Form 5500
• Educate clients on 401(k) plan administration and documentation
• Share knowledge and simplify complex topics
• Participate in training for Retirement Plan Administrator I
• Perform other duties as required

Requirements:

• 1 to 5 years experience in back-office financial operations such as benefits administration, money movement, insurance claims, tax processing, loan processing, or compliance support
• Proficiency with Microsoft Excel, Word, and Outlook
• Preferred experience with retirement plan operations, including 401(k) or IRA administration, testing, and reporting
• Preferred experience with reconciliation tasks
• Associate’s or bachelor’s degree in business, finance, or related field, or equivalent experience
• Preferred basic knowledge of 401(k) plan structures and relevant regulations
• Ability to maintain a dedicated workspace and reliable high-speed internet for remote work

Pay Range and Compensation Package:

• The pay range and compensation package for this role will be determined based on the candidate's experience, skills, and other relevant factors.

Benefits & Perks:

• Comprehensive health coverage, including a free premium option
• Paid parental leave
• Generous 401(k) match
• Three weeks of Paid Time Off plus eleven Paid Holidays
• Flexible remote work arrangements with necessary equipment

Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.

Note:

RemoteHunter is a recruitment partner of this role. Please note that all employment decisions, including candidate assessment, interviews, hiring, compensation, and employment terms, are made exclusively by the hiring employer.