Retirement Plan Operations Specialist

Guidant Financial; Tucson (AZ); Remote; USD 44,100 - 53,900; 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

Job summary

A leading financial services provider is seeking a Retirement Plan Specialist to assist clients with 401(k) plans. This role offers fully remote work and involves reviewing documents, preparing annual filings, and educating clients about their plans. The ideal candidate will have strong communication skills, attention to detail, and a degree in a related field. Join a culture that values employee voices and fosters professional growth while you help entrepreneurs achieve their dreams.

Qualifications

• Must be 18 years of age.
• Meticulous attention to detail and proactive problem solving.
• Basic knowledge of 401(k) plan structure preferred.

Responsibilities

• Obtain necessary information to prepare the annual reporting.
• Review documents submitted by clients for completeness.
• Prepare required 401(k) plan government filings, including IRS Form 5500.

Skills

Excellent verbal and written communication skills

Customer service skills

Organization skills

Collaboration skills

Proficiency in Excel

Analytical skills

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

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, OK.

The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000.

Please apply to only one location per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position.

Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses? For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path.

At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem‑solving, and diligent follow‑through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long‑term prosperity.

Our Values

• Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way.
• Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.
• Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.

Role Summary

As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in‑depth training and practical experience, you will quickly grow from document review to administering basic plans. You'll review documents submitted by our 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 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 our 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

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 from home (WFH) environment. These requirements consist of:

• 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

• Ownership Matters: We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long‑term success.
• Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals
• Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!
• Wellness at its Best: Enjoy top‑notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of paid time off plus 11 paid holidays to truly disconnect
• Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment
• An Amazing Culture: Experience Guidant’s award‑winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events
• Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support