Retirement Plan Operations Specialist

1 hour, 28 minutes ago
Full-time
Entry Level
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

  • Work with clients to obtain the information needed for annual reporting and plan administration.
  • Review client-submitted documents for completeness and accuracy.
  • Reconcile 401(k) plans with rollovers and plan stock using Excel and administration software.
  • Complete 401(k) testing and reporting using administration software.
  • Make reminder calls and send emails to clients throughout the plan year reporting process.
  • Prepare required government filings, including IRS Form 5500, using filing software.
  • Educate clients on 401(k) plan administration and plan documents.
  • Explain complex concepts clearly and share knowledge with clients and team members.
  • Perform other duties as required while progressing through training for Retirement Plan Administrator I.

Requirements

  • Must be 18 years of age.
  • Excellent verbal and written communication skills.
  • Meticulous attention to detail and a proactive approach to problem solving.
  • Customer service, organization, and collaboration skills.
  • Adequate math and analytical skills.
  • Proficiency with Microsoft Excel, Word, and Outlook.
  • Associate’s or bachelor’s degree in a related field such as business or finance, 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.
  • Must pass a background check.
  • Must meet work-from-home requirements, including a designated workspace and reliable high-speed internet.
  • Complete continuing education based upon current certifications.

Benefits

  • $23.55 per hour, equivalent to an annual salary of $49,000.
  • Comprehensive health coverage with a free premium option.
  • Paid parental leave.
  • Generous 401(k) match.
  • 3 weeks of paid time off plus 11 paid holidays.
  • Flexible remote work from home with company-provided equipment.
  • Ongoing training, career development opportunities, and supportive leadership.
  • Opportunity to join a company moving toward ESOP ownership and shared accountability.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Process automation and optimization specialist

ELVTR 51-250 Diversified Consumer Services

ELVTR is hiring a remote Process Automation and Optimization Specialist to streamline internal systems, manage technical tools, and improve workflows across departments in its online education business.

HubSpot
13 minutes ago

Procurement Specialist

LifeMD 51-250 Health Care Providers & Services

LifeMD is seeking a Procurement Specialist to manage procurement operations across its brands, ensuring products are sourced, delivered, and inventoried efficiently within budget in a fast-moving digital healthcare environment.

NetSuite
13 minutes ago

Assistant Property Manager

Pavago IT Services

Assistant Property Manager at a remote client company, supporting day-to-day property operations across tenant relations, leasing, maintenance, and reporting to keep properties organized, compliant, and running smoothly.

13 minutes ago

HR Systems & Operations Specialist

Curai Health 51-250 Health Care Providers & Services

Curai Health is seeking an HR Systems & Operations Specialist to support people operations and own HR systems across onboarding, payroll, benefits, compliance, and employee data management in a remote-first healthcare company.

Notion
28 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers