Retirement Plan Operations Specialist
Not Disclosed•Full-TimeRemote
location_onNorth 3rd Street, Central City, Phoenix, Maricopa County, Arizona, 85004, United States
About the Company
For more than 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. Our mission is 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. 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 position available for candidates in select states across the US. We require a designated workspace and reliable high-speed internet to ensure seamless communication and collaboration in this home office environment.
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 single position.
Equal Opportunity
We are committed to creating an inclusive workplace where everyone feels a sense of belonging. We encourage all employees to speak up, ask questions, and be seen. We value employee voices and provide unwavering support to ensure an environment where active participation is encouraged.
Work location
Similar Job Opportunities
Skills, education and keywords
Skills: Microsoft Excel, 401(k) Plan Structure, Robs, Irs Regulations, Dol Regulations.
Education: Associate's or bachelor's degree in a related field preferred; Associate's or bachelor's degree in a related field preferred.
Frequently asked questions about Retirement Plan Operations Specialist at Guidant Financial
What does a Retirement Plan Operations Specialist at Guidant Financial do?expand_more
A Retirement Plan Operations Specialist at Guidant Financial is responsible for the following: Reconcile 401(k) plans with rollovers and plan stock using Excel and administration software; Prepare required 401(k) plan government filings including IRS Form 5500; Utilize administration software to complete 401(k) testing and reporting; and Educate clients regarding the administration of their 401(k) plans and related documents.
What are the requirements for this Retirement Plan Operations Specialist role?expand_more
To qualify for the Retirement Plan Operations Specialist at Guidant Financial position, applicants should have: Must be 18 years of age; Excellent verbal and written communication skills; Proficiency in Microsoft Excel, Word, and Outlook; Associate's or bachelor's degree in a related field or equivalent work experience preferred; Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations preferred; and Must pass a background check.
Where is the Retirement Plan Operations Specialist role at Guidant Financial located?expand_more
Retirement Plan Operations Specialist at Guidant Financial is based in North 3rd Street, Central City, Phoenix, Maricopa County, Arizona, 85004, United States. This is a remote role.