Retirement Plan Operations Specialist

We are currently seeking experienced professionals for a Retirement Services Processor role focused on complex corrections within employer-sponsored retirement plans. This is a full-time, 40-hour-per-week remote assignment supporting high-volume retirement plan administration functions. Role Overview This position is responsible for performing and delivering highly routine retirement plan administration work in accordance with established procedures and guidelines. The selected candidate will review, research, and process retirement transactions while ensuring accuracy, timeliness, and compliance with regulatory standards. What the Hiring Manager Is Looking For Experience Requirements Minimum 2–3 years of recent retirement services experience (within the last 12 months; ideally 2–4 years total experience). • Direct experience with employer-funded plans such as 401(k), 403(b), and 457 plans is required. • Strong background in processing transactions including enrollments, contributions, distributions, and money movement (in/out). • Experience handling corrections and complex transaction processing is highly valued. • Prior experience with major retirement service providers such as Voya, AIG, Empower, TIAA-CREF, or Fidelity is strongly preferred. • Annuities experience is a plus; however, employer-funded plan processing is the primary focus. • Experience with Excel (including spreadsheets and macros) and systems such as SSNC/Smartdesk Track is beneficial. Please note: Previous postings without experience requirements resulted in significant training and ramp-up challenges. This role requires candidates who can contribute quickly within a structured four-week training window. Work Environment & Equipment Requirements • Dedicated, private home workspace suitable for handling sensitive financial information. • Must have company-approved equipment setup (laptop, two monitors, keyboard, and mouse). • Camera must remain on during all meetings. • Privacy and confidentiality