Retirement Plan Operations Specialist

🕒 Yesterday

🌵 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 1%

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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 • Train on concepts for a Retirement Plan Administrator I • Perform other duties as required

🎯 Requirements

• Experience with document review and transaction processing as daily job responsibilities • 1 to 5 years of adjacent back-office financial operations experience in one or more of the following areas: 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 using 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 (such as a home office) where you can concentrate and be productive is preferred • Reliable high-speed internet to ensure seamless communication and collaboration is preferred

🏖️ 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), 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.