Guidant Financial
Helping small business owners get financing to start, buy or grow a business.
Retirement Plan Operations Specialist
Location
Arizona + 13 moreAll locations: Arizona, Florida, Idaho, Kansas, Louisiana, Nebraska, North Carolina, Oklahoma, Michigan, Minnesota, Missouri, Texas, Utah, Virginia
Posted
11 hours ago
Salary
$49.6K / year
Associate DegreeExperience acceptedEnglish
Job Description
• 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
Job Requirements
- 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
- 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
- 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
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.
