[Hiring] Retirement Plan Operations Specialist @Guidant Financial

Role Description

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.

As a Retirement Plan Operations Specialist at Guidant Financial, you will take the first step down the path of learning the full process of what it takes to administer, test, and report on 401(k) plans. Through accelerated learning, in-depth training, and practical experience, you will quickly grow from document review to administering basic plans.

What You'll Be Doing:

• 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

Extra Tasks:

• Share knowledge and explain complex topics simply
• Training on concepts for a Retirement Plan Administrator I
• Perform other duties as required

Qualifications

• 1 to 5 years of adjacent back-office financial operations experience in one or more of the following areas: benefits administration, money movement and wires, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance or quality-control support
• Proficiency in using Microsoft Excel, Word, and Outlook
• Direct retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting, is preferred
• Experience with reconciliation as a daily job responsibility is preferred
• 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

Requirements

• A designated workspace (such as a home office) where you can concentrate and be productive is preferred
• Reliable high-speed internet to ensure seamless communication and collaboration is preferred

Benefits

• Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), 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 with all the necessary equipment provided
• 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