Retirement Plan Operations Specialist

Overview

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.

The wage for this position is $23 per hour, equivalent to an annual salary of $47,840.

For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career.

Our values are Adaptability, Connection, and Excellence. Adaptability means embracing change, Connection means building meaningful relationships, and Excellence means striving for continual improvement and curiosity.

Role Summary

As a Retirement Plan Specialist at Guidant Financial, you will take the first step down the path of learning the full process of administering, testing, and reporting on 401(k) plans. Through accelerated learning, in-depth training, and practical experience, you will grow from document review to administering basic plans. You will review documents submitted by clients, proactively update clients on progress, and help clients understand year-end reporting documents necessary to complete government filings, including the annual Form 5500.

What You7ll 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 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

Requirements

Additional Requirements

Remote Work Requirements

Benefits

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