Retirement Plan Operations Specialist

1 day, 17 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 collect the information needed for annual reporting and plan administration.
  • Review client-submitted documents for completeness and accuracy.
  • Reconcile 401(k) 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 follow-up emails to clients during the plan-year reporting process.
  • Prepare government filings for 401(k) plans, including IRS Form 5500, using filing software.
  • Educate clients on 401(k) plan administration and plan documents.
  • Share knowledge and explain complex retirement plan topics in a simple way.
  • Complete training toward Retirement Plan Administrator I responsibilities.
  • Perform other duties as required.

Requirements

  • Must be at least 18 years of age.
  • Excellent verbal and written communication skills are required.
  • Strong attention to detail and a proactive problem-solving approach are required.
  • Customer service, organization, and collaboration skills are required.
  • Adequate math and analytical skills are required.
  • Proficiency in Microsoft Excel, Word, and Outlook is required.
  • Associate’s or bachelor’s degree in a related field such as business or finance, or equivalent work experience, is preferred.
  • Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations is preferred.
  • Ability to work independently in an autonomous, self-directed environment is required.
  • 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

  • Hourly wage of $23.55, 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 and career development opportunities.
  • An inclusive, supportive culture with opportunities to connect with senior leaders and participate in company events.

Interested in this position?

Apply directly on the company website

Apply Now

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