Retirement Plan Operations Specialist

Overview

This is a fully remote position. We are currently recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO.

The wage for this position is $23 per hour, equivalent to an annual salary of $47,840.

Guidant Financial has been empowering entrepreneurs for 21 years, delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs. We aim to empower entrepreneurs and support their success and your professional growth.

Role Summary

As a Retirement Plan Specialist at Guidant Financial you will begin by learning the full process of administering, testing and reporting on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will progress from document review to administering basic plans. You will review documents submitted by clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return.

What You\'ll Be Doing

• Work with clients to obtain necessary information to prepare the annual reporting
• Review documents submitted by clients for completeness and accuracy
• 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) plan government filings, including the IRS Form 5500, using filing software
• Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents

Extra Tasks

• Share knowledge and explain complex topics simply
• Training on concepts for a Retirement Plan Administrator I
• Performs other duties as required

Requirements

• Must be 18 years of age
• Excellent verbal and written communication skills
• Meticulous attention to detail and proactive problem solving
• Skills in customer service, organization, and collaboration
• Adequate math and analytical skills
• Proficiency in Microsoft Excel, Word, and Outlook
• Associate\'s or bachelor\'s degree in a related field (business, finance, etc.) or equivalent work experience preferred
• Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations preferred
• Ability to work in an autonomous environment as a self-directed worker
• Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all employees to speak up, ask questions, and be seen

Additional Requirements

• Must pass a background check
• Must meet work from home requirements to qualify
• Complete continuing education based upon current certifications

Work From Home Requirements

• A designated workspace (such as a home office) where you can concentrate and be productive
• Reliable high-speed internet to ensure seamless communication and collaboration

Benefits

• Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals
• Growing Together: Ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new roles
• Wellness at its Best: Comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. 3 weeks of Paid Time Off plus 11 Paid Holidays
• Flexible Work Arrangements: Work from your home office with necessary equipment provided
• An Amazing Culture: Access to senior leaders and company events
• Empowering Equity and Inclusion: An inclusive work environment that values employee voices

For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work environment. These requirements include a designated workspace and reliable high-speed internet.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Other
• Industries: IT Services and IT Consulting