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 annual reporting process.

• Assess documents provided by clients to ensure they are complete and accurate.

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

• Employ administration software to execute 401(k) testing and reporting tasks.

• Initiate outgoing reminder calls and dispatch emails to clients throughout the plan year reporting period.

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

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

• Convey knowledge and simplify complex topics for better understanding.

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

• Carry out additional duties as needed.

⛳️ 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.

• Proficient in Microsoft Excel, Word, and Outlook.

• Direct experience in retirement-plan operations, such as 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting, is preferred.

• Previous experience in reconciliation as a daily job responsibility is preferred.

• 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 (such as a home office) that allows for concentration and productivity is preferred.

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

🏝️ Benefits

• Ownership Matters: We are striving to become 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 highly driven individuals.

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

• 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 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 connect with senior leaders over coffee or participate in our company sporting events.

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