Remote job · Business and finance
Retirement Plan Operations Specialist
- Remote (US)
- A small business funding and retirement plan services company
- Posted 15 Oct 2026
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Apply with Keywordise AIAbout the role
Support the administration, testing and reporting of 401(k) plans for small business clients. The role starts with document review and grows into administering basic plans and preparing government filings.
What you will do
- Collect needed information from clients to prepare annual reporting
- Check client documents for completeness and accuracy
- Run 401(k) testing and reporting in administration software
- 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, such as benefits administration or money movement
- Ability to explain complex topics in simple terms
- Willingness to learn retirement plan administration concepts
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