Retirement Plan Operations Specialist

2 hours, 3 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 gather the information needed to prepare annual reporting.
  • Review client-submitted documents for completeness and accuracy.
  • Reconcile plans with only rollovers and plan stock using Excel and administration software.
  • Use administration software to complete 401(k) testing and reporting.
  • Make reminder calls and send emails to clients during the plan year reporting process.
  • Prepare required 401(k) plan government filings, including IRS Form 5500, using filing software.
  • Educate clients on 401(k) plan administration and plan documents.
  • Share knowledge and explain complex topics in a simple way.
  • Complete training on concepts for a Retirement Plan Administrator I.
  • Perform other duties as required.

Requirements

  • Must be 18 years of age.
  • Excellent verbal and written communication skills.
  • Meticulous attention to detail and a proactive approach to 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 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 as a self-directed worker.
  • 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

  • Fully remote work from home position.
  • Competitive pay of $23.55 per hour, or about $49,000 annually.
  • Comprehensive health coverage, including a free premium option.
  • Paid parental leave.
  • Generous 401(k) match.
  • 3 weeks of paid time off plus 11 paid holidays.
  • All necessary equipment provided for the home office.
  • Ongoing training, career development opportunities, and supportive leadership.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Order Processing Clerk

Robert Beech West Inc 1-10 staffing & recruiting

Robert is hiring an Order Processing Clerk to support operations by managing customer orders from receipt through delivery and coordinating fulfillment across internal teams.

2 hours, 3 minutes ago

Member of Trading Operations

Anchorage Digital 251-1K Capital Markets

Anchorage Digital is hiring a remote Member of Trading Operations to support institutional digital asset trading, settlements, and post-trade workflows across crypto, fiat, and related products.

Python SQL
2 hours, 3 minutes ago

Standortdaten-Spezialist

TSMG Professional Services

Terry Soot Management Group (TSMG) is hiring a full-time, remote field data collection specialist in Pforzheim to capture street, landmark, and public-area imagery across EMEA for map improvement.

2 hours, 3 minutes ago

Driver in Allendale Charter Twp, MI

TSMG Professional Services

Terry Soot Management Group is hiring a contract driver in Allendale Charter Twp, MI to collect street and public-area images for map data projects using a vehicle-mounted 360-camera system.

2 hours, 3 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