Retirement Plan Operations Specialist

2 hours, 45 minutes ago
Full-time
Junior
Operations
Guidant Financial

Guidant Financial

Guidant Financial specializes in providing innovative funding solutions for small business owners, including 401(k) business financing, SBA loans, and unsecured business loans, to help them start, buy, or grow their enterprises.

Diversified Financial Services
51-250
Founded 2003

Description

  • Collect information from clients to prepare annual retirement-plan reporting.
  • Review client-submitted documents for completeness and accuracy.
  • Reconcile plans involving rollovers and plan stock using Excel and administration software.
  • Complete 401(k) plan testing and reporting through administration software.
  • Contact clients by phone and email with reminders and progress updates.
  • Prepare government filings, including IRS Form 5500, using filing software.
  • Educate clients on 401(k) administration and plan documents.
  • Explain complex retirement-plan topics clearly and train on Retirement Plan Administrator I concepts.

Requirements

  • 1–5 years of adjacent back-office financial operations experience, such as benefits administration, money movement, insurance claims, tax preparation, loan or mortgage processing, compliance, or quality control.
  • Daily experience with document review and transaction processing.
  • Proficiency with Microsoft Excel, Word, and Outlook.
  • Retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions, rollovers, compliance testing, or year-end reporting preferred.
  • Daily reconciliation experience preferred.
  • Associate’s or bachelor’s degree in business, finance, or a related field, or equivalent experience preferred.
  • Basic knowledge of 401(k) structures, ROBS, and IRS/DOL regulations preferred.
  • Ability to work remotely with reliable high-speed internet and a designated workspace preferred.
  • Applicants must reside in one of the listed states: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, or OK.

Benefits

  • Fully remote work with necessary equipment provided.
  • $23.55 per hour, equivalent to approximately $49,000 annually.
  • Comprehensive health coverage, including a free premium option.
  • Paid parental leave and a generous 401(k) match.
  • Three weeks of paid time off and 11 paid holidays.
  • Ongoing training, career development opportunities, and supportive leadership.
  • Potential future employee ownership through the company’s planned ESOP.

Interested in this position?

Apply directly on the company website

Apply Now

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