Retirement Plan Operations Specialist

Guidant Financial; Springfield (MO); Remote; USD 23,000 - 47,840; Full time

Benefits offered by this job

Comprehensive health coverage

Paid parental leave

Generous 401k match

3 weeks Paid Time Off

11 Paid Holidays

Ongoing training and career development

Job summary

A financial services company is seeking a remote Retirement Plan Specialist to assist in administering 401(k) plans. You will review documents, keep clients updated, and educate them on the necessary filings. The ideal candidate should possess strong communication skills and proficiency in Microsoft Office tools, along with a degree in a related field. This is a full-time entry-level position with competitive benefits.

Qualifications

• Must be 18 years of age.
• Proficiency in Microsoft Excel, Word, and Outlook is preferred.
• Basic knowledge of 401(K) plan structure and IRS/DOL regulations is preferred.

Responsibilities

• Work with clients to prepare annual reporting.
• Review documents submitted by clients for completeness.
• Utilize administration software to complete 401(k) testing.

Skills

Excellent verbal and written communication skills

Meticulous attention to detail

Proactive problem-solving

Customer service skills

Organizational skills

Collaboration skills

Math and analytical skills

Education

Associate's or bachelor's degree in a 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, 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 by 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. Our goal is to empower entrepreneurs and support their success and your own career.

Our Values:

• Adaptability: Embracing change and seizing opportunities to adapt and inspire others.
• Connection: Building meaningful connections, elevating others, and empowering growth.
• Excellence: Thriving outside of our comfort zone and pursuing continuous improvement.

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 clients, proactively keep clients updated on progress, and help clients understand year-end reporting documents necessary to complete government filings, including the annual Form 5500 return.

What You 0e 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 as a self-directed worker
• 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 upon current certifications

Remote Work Requirements

• A designated workspace where you can concentrate and be productive
• Reliable high-speed internet for 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 past three years
• Wellness: Comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match; 3 weeks of Paid Time Off and 11 Paid Holidays
• Flexible Work Arrangements: Work from your home office with necessary equipment provided
• Amazing Culture: Access to senior leaders and company events
• 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 your responsibilities in a remote environment. These requirements consist of: a designated workspace and reliable high-speed internet.

Seniority level: Entry level

Employment type: Full-time

Job function: Other

Industries: IT Services and IT Consulting