Retirement Plan Operations Specialist

🕒 August 27

🌵 Arizona, Florida, +12 more states – Remote

🌵 Arizona – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌪️ Kansas – Remote ⚜️ Louisiana – Remote 🌾 Nebraska – Remote 🌲 North Carolina – Remote 🌪️ Oklahoma – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🏰 Missouri – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ⚔️ Virginia – Remote

💵 $23 / hour

⏰ Full Time

🟢 Junior

⚙️ Operations

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Guidant Financial

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2003

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Guidant Financial is a company that specializes in providing financing solutions for small businesses and franchises. They offer a variety of funding options including 401(k) business financing, SBA small business loans, franchise financing, unsecured loans, portfolio loans, and equipment leasing. The company is dedicated to helping entrepreneurs start and grow their businesses by offering personalized financing solutions tailored to individual business needs. With a focus on transparency and education, Guidant Financial provides resources such as business valuations, certified appraisals, and a learning center with guides, calculators, and other educational materials. Their commitment to supporting over 25,000 businesses showcases their expertise and dedication to fostering entrepreneurial success.

📋 Description

• Work with clients to obtain necessary information for annual reporting • Review client-submitted documents for completeness and accuracy • Reconcile plans involving rollovers and plan stock using Excel and administration software • Use administration software to complete 401(k) testing and reporting • Make reminder calls and send emails to clients during the plan-year reporting process • Prepare required 401(k) government filings, including IRS Form 5500, using filing software • Educate clients about administration of their 401(k) plans and plan documents • Share knowledge and explain complex topics simply • Train on concepts for a Retirement Plan Administrator I • Perform other required duties

🎯 Requirements

• Experience with document review and transaction processing as daily job responsibilities • 1 to 5 years of adjacent back-office financial operations experience in benefits administration, money movement and wires, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance or quality-control support • Proficiency in Microsoft Excel, Word, and Outlook • Direct retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting, is preferred • Experience with reconciliation as a daily job responsibility is preferred • Associate’s or bachelor’s degree in a related field such as business or finance, or equivalent work experience, is preferred • Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations is preferred • A designated workspace where you can concentrate and be productive is preferred • Reliable high-speed internet is preferred

🏖️ Benefits

• ESOP company opportunity and ownership culture • Ongoing training and career development opportunities • Supportive leaders • Comprehensive health coverage, including a free premium option • Paid parental leave • Generous 401k match • 3 weeks of Paid Time Off • 11 Paid Holidays • Flexible work arrangements from a home office • Necessary work equipment provided • Company sporting events • Inclusive work environment with employee voice, participation, and support