Retirement Plan Operations Specialist

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

📋 Description

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

• Evaluate documents provided by clients for completeness and accuracy.

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

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

• Make outgoing reminder calls and send emails to clients throughout the annual reporting process.

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

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

• Share expertise and simplify complex topics for better understanding.

• Provide 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 abilities.

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

• Proficient in customer service, organization, and teamwork.

• Adequate mathematical and analytical skills.

• Proficient in Microsoft Excel, Word, and Outlook.

• An associate's or bachelor's degree in a related field (business, finance, etc.) or equivalent work experience is preferred.

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

• Ability to work independently in an autonomous environment.

• Capacity to foster an inclusive workplace where every employee feels empowered to speak up, ask questions, and be acknowledged.

• Must successfully pass a background check.

• Must meet work-from-home qualifications.

• Required to complete continuing education based on current certifications.

🏝️ Benefits

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

• Our People are Vital to Our Success: Join a team of intelligent, creative, and highly motivated 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 workforce has been promoted into new and exciting roles!

• Wellness at its Best: Enjoy excellent benefits and perks, including comprehensive health coverage (with a free premium option), competitive salaries, paid parental leave, and a generous 401(k) 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 structure your work while equipping you with all necessary tools.

• 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 voices, encourages active participation, and offers unwavering support.