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 services company.
- Remote (US)
- A small business funding and retirement services company
- Posted 15 Oct 2026
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https://keywordise.com/mcpApply to Keywordise job 744b6cad34About the role
Learn the full cycle of administering, testing and reporting on 401(k) plans, starting with document review and moving to basic plan administration. You will keep clients informed and help them understand year-end reporting needed for government 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 needed information from clients to prepare annual reporting
- Check client-submitted documents for completeness and accuracy
- Complete 401(k) testing and reporting in administration software
- Prepare government filings such as IRS Form 5500 using filing software
What they look for
- One to five years of back-office financial operations experience, such as benefits administration or money movement
- Ability to explain complex topics in simple terms
- Willingness to train on concepts for a Retirement Plan Administrator I role
Questions about this job
Is this a remote job, and where can I work from?
The posting lists it as remote for people in the United States.
What does this job pay?
No pay range is stated in the posting.
What experience is needed?
The posting asks for: one to five years of back-office financial operations experience, such as benefits administration or money movement; ability to explain complex topics in simple terms; willingness to train on concepts for a Retirement Plan Administrator I role.
How do I apply with Keywordise AI?
Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.
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