Retirement Plan Operations Specialist

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

📋 Description

• Collaborate with clients to gather essential information for the preparation of the annual reports.

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

• Reconcile plans that involve only rollovers and plan stock using Excel and administration software.

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

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

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

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

• Share expertise and simplify complex topics for better understanding.

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

• Perform additional duties as required.

⛳️ Requirements

• Must be at least 18 years old.

• Exceptional verbal and written communication skills.

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

• Proficient in customer service, organizational skills, and teamwork.

• Sufficient math and analytical skills.

• Proficient in Microsoft Excel, Word, and Outlook.

• Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent experience preferred.

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

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

• Ability to foster an inclusive workplace where all employees feel empowered to speak up, ask questions, and be recognized.

• Must successfully pass a background check.

• Must meet the work-from-home requirements to qualify.

• Complete continuing education based on current certifications.

🏝️ Benefits

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

• Our People are Vital to Our Success: Join a team of bright, creative, and highly motivated professionals.

• Growing Together: Continuously enhance your skills with ongoing training, career development opportunities, and supportive leadership. In the past three years, over 20% of our organization has advanced into new and exciting roles!

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

• Flexible Work Arrangements: Work comfortably from your home office. We believe in granting you the flexibility 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: Be part of an inclusive work environment that values employee input, encourages active participation, and offers steadfast support.