Retirement Plan Operations Specialist

Guidant Financial; Atlanta (GA); Remote; USD 43,000 - 53,000; Full time

Benefits offered by this job

Comprehensive health coverage

Competitive salary

Paid parental leave

Generous 401k match

3 weeks Paid Time Off

Flexible Work Arrangements

Ongoing training and career development opportunities

Job summary

A financial services company is seeking a Retirement Plan Specialist to manage 401(k) plans in a fully remote role. Responsibilities include reviewing documents, preparing government filings, and assisting clients throughout the reporting process. Ideal candidates will have strong communication skills and a collaborative mindset. This entry-level position offers competitive pay and comprehensive benefits.

Qualifications

• Must be 18 years of age.
• Basic knowledge of 401(K) plan structure and IRS/DOL Regulations is preferred.
• Ability to work in an autonomous, self-directed environment.

Responsibilities

• Work with clients to obtain information needed to prepare the annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Educate clients regarding the administration of their 401(k) plan and related documents.

Skills

Excellent verbal and written communication skills

Meticulous attention to detail

Proactive problem solving

Customer service skills

Organization skills

Collaboration skills

Math and analytical skills

Education

Associate's or bachelor's degree in a related field (business, finance, etc.)

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Overview

This is a fully remote position. Guidant Financial is recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO. The wage is $23 per hour, equivalent to an annual salary of $47,840.

Our mission is to empower entrepreneurs and increase the number of people who succeed in small business by delivering innovative funding solutions and building cutting-edge technology. We have funded over $5 billion, helped launch over 20,000 businesses, and created nearly 100,000 jobs. Our values are Adaptability, Connection, and Excellence.

Role Summary

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

What You’ll Be Doing

• Work with clients to obtain information needed to prepare the annual reporting
• Review documents submitted by clients for completeness and accuracy
• Reconcile plans using Excel and administration software (rollovers and plan stock)
• Use 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 IRS Form 5500, using filing software
• Educate clients regarding the administration of their 401(k) plan and related 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 is preferred
• Ability to work in an autonomous, self-directed environment
• Ability to contribute to an inclusive workplace where everyone feels a sense of belonging

Additional Requirements

• Must pass a background check
• Must meet work-from-home requirements to qualify
• Complete continuing education based on 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
• Amazing Culture: Guidant’s award-winning culture with opportunities to connect with senior leaders and participate in company events
• Empowering Equity and Inclusion: An inclusive environment that values employee voices and active participation

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 environment. These include a designated workspace and reliable internet.

Seniority level: Entry level

Employment type: Full-time

Job function: Other

Industries: IT Services and IT Consulting