Retirement Plan Operations Specialist

This is a fully remote position, open to applicants in Florida.

📋 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 that include only rollovers and plan stock utilizing Excel and administrative software.

• Employ administrative software to conduct 401(k) testing and reporting.

• Make proactive reminder calls and send emails to clients throughout the plan year reporting process.

• Prepare necessary 401(k) plan government filings, such as the IRS Form 5500, using filing software.

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

• Share insights and simplify complex topics for better understanding.

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

• Carry out additional responsibilities as needed.

⛳️ Requirements

• Must be at least 18 years old.

• Exceptional verbal and written communication abilities.

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

• Proficient in customer service, organization, and teamwork.

• Adequate mathematical and analytical capabilities.

• Competence in using Microsoft Excel, Word, and Outlook.

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

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

• Capacity to thrive in an independent work environment and demonstrate self-direction.

• Ability to foster an inclusive workplace that empowers all employees to voice their opinions, ask questions, and feel acknowledged.

• Must successfully pass a background check.

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

• Completion of continuing education based on current certifications is required.

🏝️ Benefits

• Ownership Matters: We are striving to become an ESOP company, promoting a culture of shared responsibility and enduring 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 with ongoing training, career development opportunities, and supportive leadership. In the past three years, over 20% of our organization has been advanced into new and exciting roles!

• Wellness at its Best: Enjoy exceptional benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of three weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.

• Flexible Work Arrangements: Work comfortably from your home office. We believe in providing you the freedom to arrange your work while supplying 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 a workplace that values employee voices, encourages active involvement, and offers unwavering support.