Retirement Plan Operations Specialist

This is a fully remote position, open to applicants in Arizona, +13 more states.

📋 Description

• Collaborate with clients to gather essential information for the preparation of annual reporting.

• Assess documents submitted by clients for completeness and accuracy.

• Reconcile plans involving only rollovers and plan stock utilizing Excel and administrative software.

• Employ administrative software to carry out 401(k) testing and reporting tasks.

• Conduct outgoing reminder calls and send emails to clients throughout the plan year reporting process.

• Prepare mandatory government filings for 401(k) plans, including IRS Form 5500, using filing software.

• Provide education to clients regarding the management of their 401(k) plans and associated documents.

• Share insights and clarify complex topics in an easily understandable manner.

• Provide training on concepts relevant to a Retirement Plan Administrator I.

• Undertake additional duties as necessary.

⛳️ Requirements

• Proven experience in document review and transaction processing as part of daily job responsibilities.

• 1 to 5 years of relevant back-office financial operations experience in areas such as benefits administration, money movement and wires, insurance claims processing, tax preparation processing, loan or mortgage document processing, or compliance and quality-control support.

• Strong proficiency in Microsoft Excel, Word, and Outlook.

• Preferred direct experience in retirement-plan operations, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 and year-end reporting.

• Experience in reconciliation as part of daily job responsibilities is preferred.

• An Associate’s or Bachelor’s degree in a relevant field such as business or finance, or equivalent work experience, is preferred.

• Basic understanding of 401(k) plan structures, ROBS, and IRS/DOL regulations is preferred.

• A designated workspace, such as a home office, conducive to concentration and productivity is preferred.

• Reliable high-speed internet to facilitate seamless communication and collaboration is preferred.

🏝️ Benefits

• Ownership Matters: We are on a path to becoming an ESOP company, fostering a culture of shared responsibility and long-term success.

• Our People are Vital to Our Success: Become part of a team of intelligent, creative, and driven individuals.

• Growing Together: Continuously enhance your knowledge through ongoing training, career development opportunities, and supportive leadership. In the past three years, over 20% of our organization has been promoted into new and exciting roles!

• Wellness at its Best: Enjoy excellent benefits and perks, including comprehensive health coverage (with a free premium option), paid parental leave, and a generous 401k match. Benefit from 3 weeks of Paid Time Off plus 11 Paid Holidays to genuinely disconnect.

• Flexible Work Arrangements: Work comfortably from your home office. We believe in empowering you to structure your work while providing all the necessary equipment.

• An Amazing Culture: Experience Guidant's award-winning culture, where you can engage with senior leaders over coffee or participate in our company sporting events.

• Empowering Equity and Inclusion: Join an inclusive workplace that values employee input, encourages active participation, and offers unwavering support.