As a Retirement Plan Operations Specialist, you'll play a key role in ensuring the accurate administration of 401(k) plans. Working entirely remotely, you will collaborate directly with clients to gather and verify documentation, conduct plan reconciliations, and support annual reporting requirements.
Key Responsibilities
- Collect and assess client-submitted documents for accuracy and completeness
- Perform 401(k) plan testing and reporting using specialized administration software
- Reconcile plans involving rollovers and plan-held stock using Excel and digital tools
- Prepare and file required government forms, including IRS Form 5500, through certified filing platforms
- Communicate with clients via phone and email to request information and provide updates
- Explain plan requirements and documentation clearly, translating complex topics into understandable terms
- Support training initiatives for entry-level administrators
- Complete assigned tasks with precision and follow through on all compliance deadlines
Qualifications
Candidates must be at least 18 years old, possess strong written and verbal communication skills, and demonstrate exceptional attention to detail. Proficiency in Microsoft Excel, Word, and Outlook is essential. You should be comfortable working independently, managing your time effectively, and solving problems proactively. A commitment to inclusivity and creating an environment where all voices are heard is required. All hires must pass a background check and meet home office requirements, including reliable high-speed internet. Ongoing professional development and certification maintenance are expected.
Preferred Background
- Associate’s or bachelor’s degree in business, finance, or a related field, or equivalent experience
- Familiarity with 401(k) plan structures, ROBS arrangements, and IRS/DOL regulations
Technology Used
Microsoft Excel, Word, Outlook, plan administration platforms, and electronic filing systems
Work Environment
This is a fully remote position open to candidates in select states. You’ll need a dedicated workspace and stable internet connection. The role offers flexibility while maintaining structured support and collaboration across teams.
Compensation & Benefits
Hourly pay is $23.55 (approximately $49,000 annually), with a path toward ESOP ownership. Benefits include a generous 401(k) match, paid parental leave, comprehensive health coverage (including a zero-premium medical option), paid time off, and 11 paid holidays. Career growth is supported through continuous learning and leadership development, with over 20% of employees promoted in the past three years. The company fosters an inclusive culture that values connection, adaptability, and excellence, encouraging open dialogue and employee engagement at all levels.
