Guidant Financial is looking for a Retirement Plan Operations Specialist to begin a career in 401(k) plan administration. Through accelerated training and hands-on experience, you will learn the full process of administering, testing, and reporting on client retirement plans, growing from document review to managing basic plans.
What You'll Do
- Work with clients to gather necessary information for annual plan reporting.
- Review client-submitted documents for completeness and accuracy.
- Reconcile plans involving 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 annual reporting process.
- Prepare required government filings, including the IRS Form 5500, using filing software.
- Educate clients on the administration of their 401(k) plan and plan documents.
- Share knowledge and explain complex topics in simple terms.
- Train on core concepts required for a Retirement Plan Administrator I role.
- Perform other duties as required.
What We're Looking For
- Must be 18 years of age or older.
- Excellent verbal and written communication skills.
- Meticulous attention to detail and a 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 autonomously as a self-directed worker.
- Ability to foster an inclusive workplace where everyone feels a sense of belonging.
- Must pass a background check.
- Must meet work-from-home requirements.
- Commitment to complete continuing education based on current certifications.
Nice to Have
- An associate’s or bachelor’s degree in a related field (business, finance) or equivalent work experience.
- Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL Regulations.
Technical Stack
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Administration software
- Filing software
Benefits & Compensation
- Compensation: $23.55 per hour (equivalent to an annual salary of $49,000).
- Ownership Matters: We are working toward becoming an ESOP company.
- Join a team of intelligent, imaginative, and highly motivated individuals.
- Ongoing training and career development opportunities.
- Comprehensive health coverage with a free premium option.
- Competitive salary.
- Paid parental leave.
- Generous 401(k) match.
- 3 weeks of Paid Time Off plus 11 Paid Holidays.
- Work from home with necessary equipment provided.
- Award-winning culture with company events.
Work Mode
This is a fully remote position open to candidates residing in AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, or OK.
Guidant Financial values adaptability, meaningful connection, and a commitment to excellence.
