Retirement Plan Operations Specialist

Guidant Financial; Fort Worth (TX); Remote; USD 44,000 - 54,000; Full time

Benefits offered by this job

ESOP company

Health benefits

401k match

PTO + 11 holidays

Job summary

Guidant Financial, a fully remote company, is seeking a Retirement Plan Operations Specialist to learn and administer 401(k) plans. You will review client documents, perform testing and reporting, and guide clients through year-end filings like the 5500.

The role emphasizes timely communication and accuracy while supporting clients nationwide. In this position you will advance from document review to administering basic plans, with accelerated training and practical experience.

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience, including 401(k) or IRA administration, or year-end reporting is preferred.

Responsibilities

• 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 plan documents.
• Share knowledge and explain complex topics simply.

Skills

Excel

Word

Outlook

Document review

Transaction processing

Reconciliation

Education

Business/Finance degree or equivalent

Tools

Administration software

Job description

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.

Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position.

Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses?

For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path.

At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity.

Our Values

Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way.

Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.

Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.

Role Summary

As a Retirement Plan Operations Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You'll review documents submitted by our 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 reportingMake 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

• Experience with document review and transaction processing as daily job responsibilities
• 1 to 5 years of adjacent back-office financial operations experience in one or more of the following areas: benefits administration, money movement and wires, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance or quality-control support
• Proficiency in using Microsoft Excel, Word, and Outlook
• Direct retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting, is preferred
• Experience with reconciliation as a daily job responsibility is preferred
• Associate's or bachelor's degree in a related field such as business or finance, or equivalent work experience, is preferred
• Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations is preferred

Additional Requirements

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 from home (WFH) environment. These requirements consist of:

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

Benefits

• Ownership Matters: We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success
• Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals
• Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!
• Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect
• Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment
• An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events
• Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, 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 $23.55 per hour, equivalent to an annual salary of $49,000