Retirement Plan Operations Specialist

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

📋 Description

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

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

• Reconcile plans involving only rollovers and plan stock using 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 government filings for 401(k) plans, including IRS Form 5500, utilizing filing software.

• Inform clients about the management of their 401(k) plans and related documents.

• Convey knowledge and simplify complex topics for better understanding.

• Provide training on concepts for a Retirement Plan Administrator I.

• Perform additional duties as required.

⛳️ Requirements

• Minimum age of 18 years.

• Exceptional verbal and written communication abilities.

• Strong attention to detail and a proactive approach to problem resolution.

• Proficient in customer service, organization, and teamwork.

• Sufficient mathematical and analytical capabilities.

• Competency in Microsoft Excel, Word, and Outlook.

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

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

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

• Ability to foster an inclusive workplace where every individual feels a sense of belonging, empowering all employees to voice their thoughts, ask questions, and be acknowledged.

🏝️ Benefits

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

• Our People are Vital to Our Success: Be a part of a team filled with intelligent, creative, and highly motivated individuals.

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

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

• Flexible Work Arrangements: Work comfortably from your home office. We believe in providing you the freedom to structure your work while ensuring access to 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 work environment that values employee input, encourages active involvement, and offers unwavering support.