Retirement Plan Operations Specialist

Guidant Financial; BLOOMINGTON (MN); Remote; USD 26,139 - 37,229; Full time

Benefits offered by this job

Comprehensive health coverage

Generous 401k match

3 weeks of PTO

Paid parental leave

Flexible work arrangements

Job summary

A financial services firm is seeking a Retirement Plan Specialist to remotely oversee the administration and reporting of 401(k) plans. Key duties include reviewing client documents for accuracy, preparing government filings, and educating clients on plan administration. The ideal candidate will have strong communication skills and proficiency in Microsoft Office. This position offers competitive pay and a flexible work environment.

Qualifications

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

Responsibilities

• Work with clients to obtain necessary information.
• Review documents for completeness and accuracy.
• Prepare required 401(k) plan government filings.

Skills

Excellent verbal and written communication skills

Meticulous attention to detail

Skills in customer service

Proficiency in Microsoft Excel

Proactive problem-solving

Education

Associate's or bachelor's degree in a related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Overview

This is a fantastic opportunity to work from the comfort of your own home. We offer a fully remote position with a reputable and thriving company. We are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. 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. We have facilitated $5 billion in funding to launch over 20,000 businesses and create nearly 100,000 jobs. We aim to empower entrepreneurs and support your career through meaningful impact.

Our values include Adaptability, Connection, and Excellence, guiding how we work and grow together.

Role Summary

As a Retirement Plan Specialist at Guidant Financial, you will begin by learning the full process to administer, test, and report on 401(k) plans. Through accelerated learning, training, and hands-on experience, you will progress from document review to administering basic plans. You will review client-submitted documents, proactively update clients on progress, and help clients understand year-end reporting documents necessary for government filings, including the annual Form 5500.

What You9ll 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 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 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
• Associatefes or bachelorfs 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
• Commitment to an inclusive workplace where everyone feels a sense of belonging and can contribute

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; more than 20% of our organization has been promoted in the last three years
• Wellness: Comprehensive health coverage, competitive salary, paid parental leave, and a generous 401k match; 3 weeks of PTO and 11 paid holidays
• Flexible Work Arrangements: Work from your home office with provided equipment
• Amazing Culture: Access to senior leaders and company events
• Equity and Inclusion: Inclusive environment that values employee voices