Retirement Plan Operations Specialist

Guidant Financial; Grand Island (NE); Remote; USD 43,056 - 52,624; Full time

Benefits offered by this job

Comprehensive health coverage

Competitive salary

Paid parental leave

Generous 401k match

3 weeks of PTO and 11 paid holidays

Flexible work arrangements

Job summary

A leading finance company is seeking a Retirement Plan Specialist to work remotely. This role involves managing 401(k) plans, reviewing documents, and assisting clients with their requirements. Ideal candidates will have strong communication skills, a detail-oriented approach, and relevant educational background. Competitive hourly rate of $23 with additional benefits including health coverage and paid time off.

Qualifications

• Must be 18 years of age.
• Excellent communication skills are essential.
• Meticulous attention to detail and proactive problem-solving needed.
• Ability to work in an autonomous environment is required.

Responsibilities

• Work with clients to prepare annual reporting.
• Review client documents for accuracy.
• Educate clients on 401(k) plan administration.
• Prepare required 401(k) government filings.

Skills

Verbal and written communication

Attention to detail

Customer service skills

Organization

Collaboration

Math and analytical skills

Education

Associate's or bachelor's degree in business, finance or related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

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.

Join a team that empowers entrepreneurs and helps them build their own businesses through innovative funding solutions and technology.

Role Summary

As a Retirement Plan Specialist at Guidant Financial you will learn 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 our clients, proactively update clients on progress, and help 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 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 using 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

Remote Work and Environment

• For this position, meet minimum work from home requirements to effectively perform responsibilities in a remote environment
• A designated workspace (home office) and reliable high-speed internet

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 leadership
• 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 home with required equipment provided
• Amazing Culture: connect with senior leaders and participate in company events
• Equity and Inclusion: an inclusive environment that values employee voices