RemoteLeaf Logo
Log in Sign up

Retirement Plan Operations Specialist

4 days, 23 hours ago
United States
Full-time
Entry Level
Operations Specialist
Operations
Apply Now
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
View All Jobs 30

Description

  • Work with clients to gather the information needed to prepare annual 401(k) plan 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 government filings, including 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 internal stakeholders.
  • Complete training to progress toward Retirement Plan Administrator I responsibilities.
  • Perform other duties as assigned.

Requirements

  • Must be 18 years of age or older.
  • 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.
  • Complete continuing education based on current certifications.

Benefits

  • $23.55 per hour, equivalent to 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.
  • Fully remote work from a home office with equipment provided.
  • Ongoing training, career development opportunities, and supportive leadership.
  • Opportunity to grow within a company pursuing ESOP ownership and internal advancement.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Remote

Senior Mobility Specialist - Germany

Remote 251-1K Professional Services

Remote is hiring a Senior Mobility Specialist to support global immigration compliance, mobility operations, and cross-border employee transitions within its Onboarding and Mobility team.

Germany Europe Full-time Senior Operations Specialist
$69k-$77k
40 minutes ago
Resource Innovations

Energy Efficiency Specialist

Resource Innovations 251-1K Renewable Electricity

Resource Innovations is hiring an Energy Efficiency Specialist in Salt Lake City to conduct inspections, ratings, and program support for utility rebate energy efficiency projects in newly constructed buildings and homes across Utah.

United States Full-time Junior Operations Specialist
$50k-$90k
1 hour, 6 minutes ago
Clover Health

Utilization Management, Registered Nurse (RN)

Clover Health 251-1K Insurance

Clover Health is hiring a Utilization Management Registered Nurse to review medical necessity and manage care decisions for Medicare members across inpatient, post-acute, and outpatient settings.

United States Full-time Junior Operations Specialist
$90k-$106k
1 hour, 25 minutes ago
Pearce Services

Advanced BESS Technician

Pearce Services 1K-5K Construction & Engineering

PEARCE is hiring an Experienced Travel Battery Energy Storage System (BESS) Technician to perform operations and maintenance work on commercial and industrial solar energy projects across the United States.

United States Full-time Junior Hardware Engineer Operations Specialist
$52k-$83k
2 hours, 6 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