Retirement Plan Operations Specialist
Not Disclosed•Full-TimeRemote
location_on1859, West Avenue, Monroe, Ouachita Parish, Louisiana, 71201, United States
About the Company
For over 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses. We have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower our employees just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path.
At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity.
Our Values
- Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way.
- Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.
- Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.
About the Role
As a Retirement Plan Specialist, you will take the first step down the path of learning the full process of administering, testing, and reporting on 401(k) plans. Through accelerated learning, in-depth training, and practical experience, you will quickly grow from document review to administering basic plans. You will review documents submitted by our clients, proactively keep clients updated on progress, and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return.
This is a fully remote opportunity available for candidates in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, and OK. To succeed in this role, you must meet specific work-from-home requirements, including a designated workspace where you can concentrate and be productive, as well as reliable high-speed internet to ensure seamless communication and collaboration.
Application Instructions
Please apply to only one location per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications regarding a position.
Equal Opportunity
We are committed to creating an inclusive workplace where everyone feels a sense of belonging. We empower all our employees to speak up, ask questions, and be seen. We value employee voices, encourage active participation, and provide unwavering support.
Work location
Work model: Remote
1859, West Avenue, Monroe, Ouachita Parish, Louisiana, 71201, United States
Monroe, Louisiana
Key Responsibilities
- check_circleReconcile 401(k) plans with rollovers and plan stock using Excel
- check_circleUtilize administration software to complete 401(k) testing and reporting
- check_circlePrepare required 401(k) plan government filings including IRS Form 5500
- check_circleMake outgoing reminder calls and send emails to clients during reporting
- check_circleEducate clients regarding the administration of their 401(k) plans
- check_circleWork with clients to obtain necessary information for annual reporting
- check_circleReview client-submitted documents for completeness and accuracy
Requirements
- verifiedMust be 18 years of age
- verifiedProficiency in Microsoft Excel, Word, and Outlook
- verifiedAssociate's or bachelor's degree in a related field or equivalent work experience preferred
- verifiedMust pass a background check
- verifiedMust meet work from home requirements
- verifiedMust have a designated workspace
- verifiedMust have reliable high-speed internet
Nice to Have
Associate's or bachelor's degree in a related field (business, finance, etc.) or equivalent work experience. Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations.
Benefits & Perks
check_circleComprehensive health coverage with a free premium optioncheck_circleGenerous 401(k) matchcheck_circlePaid parental leavecheck_circle3 weeks of Paid Time Off plus 11 Paid HolidaysOngoing training and career development opportunities
