Retirement Plan Operations Specialist

Guidant Financial; Georgia (VT); Remote; USD 26,139 - 37,229; Full time

Benefits offered by this job

Comprehensive health coverage

Paid parental leave

Generous 401k match

3 weeks of Paid Time Off

Flexible work arrangements

Job summary

A financial services company is seeking a Retirement Plan Specialist to support the administration of 401(k) plans. This remote role offers competitive pay of $23 per hour and encompasses training, client communication, and document reviews. Ideal candidates have excellent communication skills, attention to detail, and some education or experience in finance or business. The company promotes inclusivity and provides opportunities for career advancement.

Qualifications

• Must be 18 years of age and pass a background check.
• Ability to work autonomously and contribute to an inclusive workplace.
• Complete continuing education based on current certifications.

Responsibilities

• Prepare annual reporting by working with clients.
• Review documents for completeness and accuracy.
• Utilize software to complete 401(k) testing.

Skills

Excellent verbal and written communication skills

Attention to detail

Customer service skills

Organization

Collaboration

Math and analytical skills

Proficiency in Microsoft Excel

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

1 day ago Be among the first 25 applicants

Overview

This is a fully remote position with Guidant Financial. We are 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 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 your career growth as you contribute to their success.

We are seeking a Retirement Plan Specialist to begin learning the full process of administering, testing, and reporting on 401(k) plans, progressing from document review to administering basic plans through accelerated learning and practical experience.

Role Summary

As a Retirement Plan Specialist you will learn the full process of administering, testing and reporting on 401(k) plans. Through training and hands-on work, you will grow from document review to administering basic plans, reviewing documents submitted by clients, keeping clients updated on progress, and helping clients understand 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 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 autonomously in a self-directed manner
• 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 (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 promoted in the past three years
• Wellness at its Best: Comprehensive health coverage, 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 provided equipment
• Amazing Culture: Access to senior leaders and participation in company events
• Empowering Equity and Inclusion: An inclusive 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 responsibilities in a remote environment.

Related opportunities: Referrals may increase your chances of interviewing at Guidant Financial.