Retirement Plan Operations Specialist

3 days, 12 hours 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 for annual reporting and government filings.
  • Review client-submitted documents for completeness and accuracy.
  • Reconcile 401(k) plans using Excel and administration software, including plans with only rollovers and plan stock.
  • Use administration software to complete 401(k) testing and reporting.
  • Make reminder calls and send emails to clients throughout the plan year reporting process.
  • Prepare required government filings, including the IRS Form 5500, using filing software.
  • Educate clients on 401(k) plan administration and plan documents.
  • Explain complex topics clearly and share knowledge with clients and teammates.
  • Complete training to support growth into a Retirement Plan Administrator I role.
  • Perform other duties as assigned.

Requirements

  • Must be at least 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 independently in an autonomous, self-directed environment.
  • Must pass a background check.
  • Must meet remote work-from-home requirements, including a designated workspace and reliable high-speed internet.
  • Must complete continuing education based on current certifications.

Benefits

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

Interested in this position?

Apply directly on the company website

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