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Retirement Plan Operations Specialist
@Guidant Financial
[Hiring] Retirement Plan Operations Specialist @Guidant Financial
Apr 02, 2025 - Guidant Financial is hiring a remote Retirement Plan Operations Specialist. 💸 Salary: $23 per hour, equivalent to $47,840 annually. 📍Location: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
This role involves taking the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans.
- Work with clients to obtain necessary information to prepare the annual reporting
- Review documents submitted by clients for completeness and accuracy
- Reconcile plans with only rollovers and plan stock using Excel and administration software
- Utilize administration software to complete 401(k) testing and reporting
- Make outgoing reminder calls and send emails to clients during the plan year reporting process
- Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software
- Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents
- Share knowledge and explain complex topics simply
- Training on concepts for a Retirement Plan Administrator I
- Performs other duties as required
Qualifications
- Must be 18 years of age
- Excellent verbal and written communication skills
- Meticulous attention to detail and proactive approach to problem solving
- Skills in customer service, organization, and collaboration
- Adequate math and analytical skills
- Proficiency in using Microsoft Excel, Word, and Outlook
- Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred
- Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred
- Ability to work in an autonomous environment where you can be a self-directed worker
- Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen
Requirements
- Must pass a background check
- Must meet work from home requirements to qualify
- Complete continuing education based upon current certifications
- A designated workspace (such as a home office) where you can concentrate and be productive
- Reliable high-speed internet to ensure seamless communication and collaboration
Benefits
- Join a team of intelligent, imaginative, and highly motivated individuals
- Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders
- Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match
- Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect
- Work comfortably from your home office
- Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events
- Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
All others
All others
|
Salary
💸
$23 per hour, equivalent to $47,840 annually
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Apr 02, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
