Remote job · Business and finance
Retirement Plan Operations Specialist
In one line: Retirement Plan Operations Specialist is a remote role in the United States at a small business funding and retirement plan services company.
- Remote (US)
- A small business funding and retirement plan services company
- Posted 15 Oct 2026
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https://keywordise.com/mcpApply to Keywordise job 5hrbhepxkjAbout the role
Support the administration, testing and reporting of 401(k) plans for small business clients. You will grow from document review into handling basic plans and year end filings.
At a glance
- PayNot stated in the posting
- Remote scopeRemote, United States
- Posted15 Oct 2026
- Last checked18 Oct 2026
What you will do
- Gather the information clients need to prepare annual reporting
- Check client submitted documents for completeness and accuracy
- Run 401(k) testing and reporting in administration software
- Send reminder calls and emails to clients during the reporting cycle
- Prepare government filings such as IRS Form 5500 and explain plan administration to clients
What they look for
- One to five years of back office financial operations experience in benefits administration, money movement or similar
- Experience reviewing documents and processing transactions as daily duties
- Comfort explaining complex topics in simple terms
- Willingness to complete training toward a Retirement Plan Administrator role
Questions about this job
Is this a remote job, and where can I work from?
Yes, it is listed as remote, aimed at candidates in the United States.
What does this job pay?
The posting does not state a salary, so there is no figure to quote.
What experience is needed?
The posting asks for: one to five years of back office financial operations experience in benefits administration, money movement or similar; experience reviewing documents and processing transactions as daily duties; comfort explaining complex topics in simple terms.
How do I apply with Keywordise AI?
Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.
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- 1Upload your CVSign up with Google or your email and add your CV. It takes about a minute.
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