Retirement Plan Operations Specialist

Guidant Financial

Sterling Heights (MI)

Remote

USD 43,056 - 52,624

Full time

14 days+

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Benefits offered by this job

Comprehensive health coverage

Competitive salary

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 Retirement Plan Specialist for a fully remote position. Responsibilities include administering 401(k) plans, ensuring client compliance, and preparing necessary government filings. The ideal candidate should have strong communication skills, attention to detail, and proficiency in Excel. This is an entry-level position with a focus on customer service, offering flexible work arrangements and comprehensive benefits.

Qualifications

Must be 18 years of age.
Excellent verbal and written communication skills.
Meticulous attention to detail and proactive problem solving.
Proficiency in Microsoft Excel, Word, and Outlook is required.
Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations preferred.

Responsibilities

Work with clients to prepare annual reporting.
Review documents for completeness and accuracy.
Prepare required 401(k) government filings, including IRS Form 5500.

Skills

Verbal communication skills

Written communication skills

Attention to detail

Customer service skills

Organization skills

Collaboration skills

Math skills

Analytical skills

Excel proficiency

Word proficiency

Outlook proficiency

Education

Associate's or Bachelor's Degree in a related field

Job description

Overview

This is a fully remote position. We are currently 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. We aim to empower entrepreneurs and support their success and your professional growth.

Role Summary

As a Retirement Plan Specialist at Guidant Financial you will begin by learning the full process of administering, testing and reporting on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will progress from document review to administering basic plans. You will review documents submitted by clients, proactively keep clients updated on progress and help clients understand the 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 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 in an autonomous environment as 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 at its Best: 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 necessary equipment provided
An Amazing Culture: Access to senior leaders and company events
Empowering Equity and Inclusion: An inclusive work 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 work environment. These requirements include a designated workspace and reliable high-speed internet.

Additional Details