Retirement Plan Operations Specialist
About The Position
Guidant Financial is hiring a fully remote Retirement Plan Operations Specialist to learn and support the administration, testing, and reporting of 401(k) plans. Through training and hands-on experience, the specialist will progress from reviewing documents to administering basic plans. The role involves gathering information from clients, reviewing submissions, reconciling certain plans, completing testing and reporting with administration software, and helping clients understand year-end reporting documents and government filing requirements, including the annual IRS Form 5500. The role is recruiting in select U.S. states: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, and OK. Employees must meet the stated minimum work-from-home requirements. A designated productive workspace and reliable high-speed internet are preferred. Guidant describes a culture focused on adaptability, connection, excellence, employee ownership, professional growth, inclusion, and client support.
Requirements
- 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 these areas: benefits administration, money movement and wires, insurance claims processing, tax preparation processing, loan or mortgage document processing, or compliance or quality-control support.
- Proficiency using Microsoft Excel, Word, and Outlook.
- Meet minimum work-from-home requirements to effectively perform the role in a remote environment.
Nice To Haves
- Direct retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or Form 5500 or year-end reporting.
- Experience with reconciliation as a daily job responsibility.
- Associate’s or bachelor’s degree in a related field such as business or finance, or equivalent work experience.
- Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations.
- A designated workspace, such as a home office, where the employee can concentrate and be productive.
- Reliable high-speed internet for communication and collaboration.
Responsibilities
- Work with clients to obtain information needed to prepare annual reporting.
- Review client-submitted documents for completeness and accuracy.
- Reconcile plans containing only rollovers and plan stock using Excel and administration software.
- Use 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 IRS Form 5500, using filing software.
- Educate clients about 401(k) plan administration and plan documents.
- Share knowledge and explain complex topics simply.
- Train on concepts for a Retirement Plan Administrator I.
- Perform other duties as required.
Benefits
- Comprehensive health coverage, including a free premium option.
- Paid parental leave.
- 401(k) match.
- Three weeks of paid time off.
- Eleven paid holidays.
- Ongoing training and career development opportunities.
- Work-from-home arrangements and necessary equipment.
- An inclusive work environment that values employee voices and participation.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
