Retirement Plan Operations Specialist
Guidant Financial
We are excited to offer a fully remote position with a reputable and thriving company. As a fully remote company, we post to multiple locations. Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses?
For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. Building meaningful connections is at the core of what you do. 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. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return.
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
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
Training on concepts for a Retirement Plan Administrator I
Experience with document review and transaction processing as daily job responsibilities
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
For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. A designated workspace (such as a home office) where you can concentrate and be productive is preferred.
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), 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.
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:
We are excited to offer a fully remote position with a reputable and thriving company. The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000
For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. Building meaningful connections is at the core of what you do. 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. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return.
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
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
Training on concepts for a Retirement Plan Administrator I
Experience with document review and transaction processing as daily job responsibilities
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
For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. A designated workspace (such as a home office) where you can concentrate and be productive is preferred.
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), 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.
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:
We are excited to offer a fully remote position with a reputable and thriving company. The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000
Reference: WJ-5392_15928053