Retirement Plan Operations Specialist

Guidant Financial; Phoenix (AZ); 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

Supportive career development

Job summary

A financial services company is seeking a Retirement Plan Specialist to manage and administer 401(k) plans. This remote position involves reviewing client documents, preparing government filings, and utilizing administration software. Ideal candidates will have strong communication skills and an understanding of 401(k) structures. The role offers a competitive hourly wage and various employee benefits including health coverage and professional development opportunities.

Qualifications

• Must be 18 years of age.
• Proactive approach to problem solving required.
• Basic knowledge of 401(K) plan structure preferred.

Responsibilities

• Work with clients to prepare annual reporting.
• Review documents for accuracy.
• Utilize software for 401(k) testing.

Skills

Excellent verbal and written communication skills

Attention to detail

Customer service skills

Analytical skills

Proficiency in Microsoft Excel

Education

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

Tools

Microsoft Word

Microsoft Outlook

Job description

Overview

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.

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. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs.

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, in-depth training and practical experience, you will grow from document review to administering basic plans. You will review documents submitted by 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 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

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 approach to 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 environment where you can be a self-directed worker
• Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all employees to speak up, ask questions, and be seen

Additional Requirements

• Must pass a background check
• Must meet work from home requirements to qualify
• Complete continuing education based upon 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: 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 the necessary equipment provided
• Amazing Culture: Access to Guidant's award-winning culture and opportunities to engage with senior leaders
• Empowering Equity and Inclusion: Inclusive environment that values employee voices and participation