Retirement Plan Operations Specialist

2 hours, 59 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

  • Review client-submitted documents for completeness and accuracy.
  • Work with clients to obtain the information needed for annual reporting.
  • Reconcile plans with only 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 government filings for 401(k) plans, 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.
  • Train on the concepts required for a Retirement Plan Administrator I role.
  • 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 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 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.
  • Ability to create an inclusive workplace where everyone feels a sense of belonging.

Benefits

  • Fully remote work from home position.
  • Competitive pay of $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.
  • Ongoing training and career development opportunities.
  • All necessary work equipment provided.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Junior Medical Records Bilingüe

Distro 11-50 Internet Software & Services

Solvo Global is hiring a Junior Bilingual Medical Records specialist in Bogotá to manage the nationwide request, organization, and verification of U.S. medical and billing records that support legal case progression.

16 minutes ago

Benchwork Technician II

Relativity Space 251-1K Aerospace & Defense

Relativity Space is hiring a manufacturing technician to support Terran R engine production by post-processing machined hardware, maintaining tooling and inventory, and helping ensure parts meet engineering standards for testing and launch readiness.

1 hour, 20 minutes ago

Business Operations Specialist

Sedona Digital IT Services and IT Consulting

Sedona Digital is hiring a Business Operations Specialist to improve internal workflows, data quality, and operational execution across its IT consulting and services business.

CRM HubSpot JIRA Power BI
1 hour, 28 minutes ago

Operations & Scheduling Coordinator (UK-Based Business - Remote SA)

VirtuHire 11-50 Staffing / Recruiting

Operations & Scheduling Coordinator for a UK-based service business, responsible for supporting remote day-to-day operations, scheduling, and client communication during standard UK business hours from South Africa.

2 hours, 34 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