Retirement Plan Operations Specialist

Role Summary

As a Retirement Plan Operations 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.

• 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

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 the following areas: benefits administration, money movement and wires, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance or quality-control support
• Proficiency in using Microsoft Excel, Word, and Outlook
• Direct retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting, is preferred
• Experience with reconciliation as a daily job responsibility is preferred
• Associate's or bachelor's degree in a related field such as business or finance, or equivalent work experience, is preferred
• Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations is preferred

Additional Requirements

• Minimum work from home requirements to ensure effective remote work

Benefits

• Ownership Matters: Becoming an ESOP company reinforces a culture of shared accountability and long-term success
• The People Matter: Join a team of intelligent, imaginative, and highly motivated individuals
• Growing Together: Expand your knowledge with ongoing training, career development opportunities, and supportive leaders
• Wellness at its Best: Comprehensive health coverage, paid parental leave, and a generous 401k match
• Paid Time Off: 3 weeks of Paid Time Off plus 11 Paid Holidays
• Flexible Work Arrangements: Work comfortably from your home office
• An Amazing Culture: Experience Guidant's award-winning culture
• Empowering Equity and Inclusion: An inclusive work environment that values employee voices, encourages active participation, and provides unwavering support

Pay

The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000.