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 reports.

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

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

• Use administration software to carry out 401(k) testing and reporting.

• Make outgoing reminder calls and send emails to clients during the reporting process for the plan year.

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

• Educate clients on the administration of their 401(k) plans and related documents.

• Convey knowledge and clarify complex topics in an understandable manner.

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

• Execute additional responsibilities as required.

⛳️ Requirements

• Experience in document review and transaction processing as part of daily job functions.

• 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.

• Proficiency in Microsoft Excel, Word, and Outlook.

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

• Preferred experience with reconciliation as a daily job responsibility.

• An associate’s or bachelor’s degree in a related field, such as business or finance, or equivalent work experience is preferred.

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

• A designated workspace (like a home office) conducive to concentration and productivity is preferred.

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

🏝️ Benefits

• Ownership Matters: We are striving to become an ESOP company, fostering a culture of shared accountability and long-term success.

• Our People are Vital to Our Success: Become part of a team filled with intelligent, imaginative, 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 workforce has been promoted to new and exciting positions!

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

• Flexible Work Arrangements: Work comfortably from your home office. We believe in empowering you to structure your work while providing all 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 a diverse work environment that values employee input, encourages active participation, and offers unwavering support.