Retirement Plan Operations Specialist

🔥 0 minutes ago

🌪️ Oklahoma – Remote

🌪️ Oklahoma – Remote

💵 $49.5k / year

⏰ Full Time

🟠 Senior

🔴 Lead

⚙️ Operations

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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 to prepare the annual reporting • Review documents submitted by clients for completeness and accuracy • Reconcile plans with only rollovers and plan stock using Excel and administration software • Utilize administration software to complete 401(k) testing and reporting • Make outgoing reminder calls and send emails to clients during the plan year reporting process • Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software • Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents • Share knowledge and explain complex topics simply • Training on concepts for a Retirement Plan Administrator I • Performs other duties as required

🎯 Requirements

• Must be 18 years of age • Excellent verbal and written communication skills • Meticulous attention to detail and proactive approach to problem solving • Skills in customer service, organization, and collaboration • Adequate math and analytical skills • Proficiency in using Microsoft Excel, Word, and Outlook • Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred • Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred • Ability to work in an autonomous environment where you can be a self-directed worker • Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen. • Must pass a background check • Must meet work from home requirements to qualify • Complete continuing education based upon current certifications

🏖️ Benefits

• Ownership Matters: We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success. • Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals. • Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles! • Wellness at its Best: Enjoy top-notch 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 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect. • Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment. • An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events. • Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.