
This fully remote Retirement Plan Operations Specialist role supports a team dedicated to empowering entrepreneurs by administering 401(k) plans. The position involves reviewing client documents for accuracy, reconciling plan data using Excel and specialized software, and preparing government filings such as the IRS Form 5500. Key responsibilities also include communicating with clients to gather necessary information and educating them on plan administration requirements. The role appeals to candidates seeking professional growth within a company transitioning to an Employee Stock Ownership Plan, offering a culture of shared accountability and ownership. Employees benefit from comprehensive training, a supportive environment focused on career advancement, and the flexibility to work from a designated home office.















