Retirement Plan Operations Specialist

Guidant Financial; St. Louis (MO); Remote; USD 43,056 - 52,624; Full time

Benefits offered by this job

Comprehensive health coverage

Paid time off

401k match

Flexible work arrangements

Ongoing training and career development

Job summary

A financial services company is seeking a Retirement Plan Specialist for a fully remote position. The successful candidate will administer and test 401(k) plans, ensuring accuracy in reporting and compliance. The role requires strong communication skills and proficiency in Excel. The company offers a competitive salary of $23 per hour, excellent benefits including health coverage, and opportunities for career development.

Qualifications

• Must pass a background check.
• Must meet work-from-home requirements to qualify.
• Complete continuing education based on current certifications.

Responsibilities

• Work with clients to obtain necessary information for annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Reconcile plans with rollovers and plan stock using Excel.
• Utilize administration software for 401(k) testing and reporting.
• Prepare required 401(k) plan government filings.

Skills

Excellent verbal and written communication skills

Meticulous attention to detail

Proactive problem solving

Customer service

Organization

Collaboration

Math and analytical skills

Proficiency in Microsoft Excel

Proficiency in Microsoft Word

Proficiency in Microsoft Outlook

Education

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

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 a 21-year mission to empower entrepreneurs and increase small business success, having funded $5 billion, helped launch over 20,000 businesses, and created nearly 100,000 jobs. We aim to empower you to make a meaningful impact on both entrepreneurs’ success and your career.

Our Values

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

Connection: Building meaningful connections is at the core of what you do, elevating others to grow and empower yourself.

Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve, with curiosity driving your work.

Role Summary

As a Retirement Plan Specialist at Guidant Financial, you will begin the learning path to administer, test, and report on 401(k) plans. Through accelerated learning, training, and practical experience, you will progress from document review to administering basic plans. You will review documents submitted by clients, keep clients updated on progress, and help them understand year-end reporting documents necessary for government filings, including the annual Form 5500.

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 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 preferred
• Ability to work autonomously and be self-directed
• Commitment to creating 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; over the past three years, more than 20% of the organization has been promoted
• 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 plus 11 Paid Holidays
• Flexible Work Arrangements: Work from your home office with provided equipment
• Amazing Culture: Guidant’s award-winning culture with opportunities to connect with senior leaders and participate in company events
• Inclusive Environment: A workplace that values employee voices and support

For this position, 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.