Retirement Plan Operations Specialist

4 months, 3 weeks 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

Regulatory and Site Start Up Specialist

Precision Medicine Group 251-1K Pharmaceuticals

Precision for Medicine is seeking a Regulatory and Site Start-Up Specialist to manage regulatory submissions, essential documents, and site activation activities for clinical trials, particularly in oncology and rare disease.

38 minutes ago

Senior Clinical Research Associate

Precision Medicine Group 251-1K Pharmaceuticals

Precision for Medicine is building a talent pipeline for Senior Clinical Research Associates across Europe to monitor clinical studies for a strategic FSP sponsor and ensure compliant, high-quality study delivery.

1 hour, 8 minutes ago

Provisioning Specialist

Filevine 251-1K Specialized Consumer Services

Filevine is seeking a Provisioning Specialist to support customer and partner platform provisioning, data maintenance, and the transition from sales to implementation within its legal technology operations.

Salesforce
1 day ago

Associate, Logistics (Long Term Recovery)

Team Rubicon 51-250 Family Services

Team Rubicon is seeking a remote Associate, Logistics to support Long Term Recovery disaster-rebuilding programs by managing fleet assets, storage, inventory, procurement, and in-kind donations across the lower 48 United States.

1 day, 1 hour 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