Retirement Plan Operations Specialist

OverviewThis is a fully remote position with Guidant Financial. 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.Role SummaryAs a Retirement Plan 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.What You\'ll Be DoingWork with clients to obtain necessary information to prepare the annual reportingReview documents submitted by clients for completeness and accuracyReconcile plans with only rollovers and plan stock using Excel and administration softwareUtilize administration software to complete 401(k) testing and reportingMake outgoing reminder calls and send emails to clients during the plan year reporting processPrepare required 401(k) plan government filings, including the IRS Form 5500, using filing softwareEducate clients regarding the administration of their 401(k) plan and 401(k) plan documentsExtra TasksShare knowledge and explain complex topics simplyTraining on concepts for a Retirement Plan Administrator IPerforms other duties as requiredRequirementsMust be 18 years of ageExcellent verbal and written communication skillsMeticulous attention to detail and proactive approach to problem solvingSkills in customer service, organization, and collaborationAdequate math and analytical skillsProficiency in using Microsoft Excel, Word, and OutlookAssociate\'s or bachelor\'s degree in a related field (business, finance, etc.) or equivalent work experience preferredBasic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferredAbility to work in an autonomous environment where you can be a self-directed workerAbility to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seenAdditional RequirementsMust pass a background checkMust meet work from home requirements to qualifyComplete continuing education based upon current certificationsWork From Home RequirementsA designated workspace (such as a home office) where you can concentrate and be productiveReliable high-speed internet to ensure seamless communication and collaborationBenefitsOur People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individualsGrowing Together: 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 rolesWellness at its Best: Comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. 3 weeks of Paid Time Off plus 11 Paid HolidaysFlexible Work Arrangements: Work from your home office with the necessary equipmentAn Amazing Culture: Guidant\'s award-winning culture with opportunities to connect with senior leaders or participate in company eventsEmpowering Equity and Inclusion: Inclusive work environment that values employee voices and participationSeniority levelEntry levelEmployment typeFull-timeJob functionOtherIndustriesIT Services and IT ConsultingWe periodically share updates about job postings. This listing may reflect current opportunities in New Orleans, LA. #J-18808-Ljbffr