Retirement Plan Operations Specialist
Not Disclosed•Full-TimeRemote
location_on577, Mallard Avenue, Durham, Durham County, North Carolina, 27701, 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.
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.
Work Environment
This is a fully remote position available to candidates in select states across the US (AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, 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.
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. Guidant Financial values employee voices and encourages active participation in an environment that provides unwavering support.
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.
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 or equivalent work experience preferred; Associate's or bachelor's degree in a related field or equivalent work experience 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
Day-to-day, the Retirement Plan Operations Specialist at Guidant Financial will reconcile 401(k) plans using excel and administration software; explain complex retirement plan concepts to clients simply; prepare and file irs form 5500 using filing software; and conduct 401(k) testing and reporting using administration software.
What are the requirements for this Retirement Plan Operations Specialist role?expand_more
Guidant Financial is looking for candidates who meet the following requirements: 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 577, Mallard Avenue, Durham, Durham County, North Carolina, 27701, United States. This is a remote role.