Operations

• Administer, test, and report on 401(k) retirement plans through accelerated learning and in-depth training
• Review documents submitted by clients for completeness and accuracy
• Work with clients to obtain necessary information to prepare annual reporting
• Reconcile plans with only rollovers and plan stock using Excel and administration software
• Utilize administration software to complete 401(k) testing and reporting
• Make outgoing reminder calls and send emails to clients during the plan year reporting process
• Prepare required 401(k) government filings, including IRS Form 5500, using filing software
• Educate clients regarding the administration of their 401(k) plan and plan documents
• Share knowledge, explain complex topics simply, and provide training on concepts for Retirement Plan Administrator I
• Perform other duties as required

Retirement Plan Operations Specialist

Card Administration Operations Specialist I, II, III, Senior

Card Administration Operations Specialist I, II, III, Senior

Manager, Design Operations

Sales Compensation & Operations Consultant

Operations Coordinator