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 the annual report.

• Assess documents submitted by clients to ensure completeness and accuracy.

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

• Leverage administrative software to perform 401(k) testing and reporting.

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

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

• Provide clients with education regarding the administration of their 401(k) plans and related documents.

• Simplify and share knowledge on complex topics.

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

• Carry out additional duties as required.

⛳️ Requirements

• Minimum age of 18 years.

• Exceptional verbal and written communication skills.

• Strong attention to detail and a proactive problem-solving approach.

• Customer service, organizational, and collaborative skills.

• Sufficient math and analytical abilities.

• Proficient in Microsoft Excel, Word, and Outlook.

• Preferred: Associate’s or bachelor’s degree in a relevant field (business, finance, etc.) or equivalent work experience.

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

• Ability to work independently in a self-directed manner.

• Capacity to foster an inclusive workplace that encourages all employees to voice their opinions, ask questions, and feel recognized.

• Successful completion of a background check is required.

• Must fulfill work-from-home criteria to qualify.

• Commitment to ongoing education based on current certifications.

🏝️ 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 bright, creative, and highly motivated individuals.

• Growing Together: Continuously enhance your knowledge with ongoing training, career development opportunities, and supportive leadership. Over the past three years, more than 20% of our staff has been promoted to new and exciting positions!

• Wellness at its Best: Take advantage of outstanding benefits and perks, including comprehensive health coverage (with a no-cost premium option), competitive salaries, paid parental leave, and a generous 401k match. Enjoy 3 weeks of Paid Time Off plus 11 Paid Holidays to fully disconnect.

• Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the flexibility to design your work environment while providing all necessary equipment.

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

• Empowering Equity and Inclusion: Be part of an inclusive work environment that values employee input, encourages active engagement, and provides steadfast support.