Retirement Plan Operations Specialist

2 weeks, 6 days 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 gather information needed for annual reporting.
  • Reconcile 401(k) plans using Excel and administration software.
  • Complete 401(k) testing and reporting using administration software.
  • Prepare required government filings, including IRS Form 5500, using filing software.
  • Make reminder calls and send emails to clients during the reporting process.
  • Educate clients on 401(k) plan administration and plan documents.
  • Explain complex topics clearly and share knowledge with clients and teammates.
  • Train on concepts related to a Retirement Plan Administrator I role.
  • Perform other duties as required.

Requirements

  • Must be at least 18 years of age.
  • Excellent verbal and written communication skills.
  • Strong attention to detail and a proactive problem-solving approach.
  • Experience 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 independently in an autonomous, self-directed environment.
  • Must pass a background check.
  • Must meet work-from-home requirements, including a designated workspace and reliable high-speed internet.
  • Complete continuing education based on current certifications.

Benefits

  • Competitive wage 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.
  • Fully remote work from home with necessary equipment provided.
  • Ongoing training, career development opportunities, and supportive leadership.
  • Opportunity to participate in an inclusive, award-winning culture and an ESOP-bound company.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Experienced PDR Technician - $6000 Bonus

Carvana 10K-50K Automotive

Carvana is hiring an Experienced Paintless Dent Repair Technician to perform advanced PDR work on vehicles in its high-tech Inspection Centers.

56 minutes ago

Sr. Associate, Retail Go-To-Market Operations - Launch Success & Retailer Enablement

instacart.careers 1K-5K Internet Software & Services

Instacart is hiring a remote Sr. Associate to support Retail Go-To-Market Operations, coordinating acquisition programs that drive adoption for new in-store technology across retail partner launches.

1 hour, 16 minutes ago

Medical Events Specialist / Business Support Specialist (m/f/d) – ideally based in Warsaw

Penumbra 1K-5K Health Care Providers & Services

Penumbra is hiring a Medical Events Specialist / Business Support Specialist in Warsaw to coordinate country-level medical education programs and events across marketing, sales, and healthcare stakeholders.

1 hour, 17 minutes ago

Seasonal Property Operations Support

The Scion Group 1K-5K Real Estate

The Scion Group is hiring temporary full-time and part-time staff to support apartment turnover and help ensure a smooth move-out and move-in experience for residents.

1 hour, 26 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