[Remote] Retirement Plan Operations Specialist

Note: The job is a remote job and is open to candidates in USA. Guidant Financial is a reputable company committed to empowering entrepreneurs and enhancing the growth of small businesses. As a Retirement Plan Specialist, you will administer, test, and report on 401(k) plans, ensuring clients receive accurate information and support throughout the process.

Responsibilities

• 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

Skills

• 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
• 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 been seen
• Must pass a background check
• Must meet work from home requirements to qualify
• Complete continuing education based upon current certifications
• 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

Benefits

• Ownership Matters: We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success.
• Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals.
• Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!
• Wellness at its Best: 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.
• Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment.
• An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.
• Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.

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