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Retirement Plan Operations Specialist

$23.55/hrFull-timeRemote

location_onStony Meadow Drive, Stony Meadow, Nampa, Canyon County, Idaho, 83686, United States

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Job Description

About Guidant Financial

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. 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 at Guidant Financial, you will take the first step down the path of learning the full process of what it takes to administer, test, and report 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'll 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.

Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses? This role offers the opportunity to work from the comfort of your own home in a fully remote capacity. We are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.

Work Environment & Requirements

For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of:

  • A designated workspace (such as a home office) where you can concentrate and be productive.
  • 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 around a position.

Culture & Inclusion

We are committed to creating an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen. Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support. Experience Guidant’s award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.

Work location

Work model: Remote

Stony Meadow Drive, Stony Meadow, Nampa, Canyon County, Idaho, 83686, United States

Nampa, Idaho

Open in Google Maps(43.54103, -116.56350)

Key Responsibilities

  • check_circleWork with clients to obtain necessary information for annual reporting
  • check_circleReconcile plans using Excel and administration software
  • check_circleUtilize administration software to complete 401(k) testing and reporting
  • check_circleMake reminder calls and send emails to clients during reporting
  • check_circlePrepare required 401(k) plan government filings including IRS Form 5500
  • check_circleEducate clients on the administration of their 401(k) plan and documents
  • check_circleReview client-submitted documents for completeness and accuracy

Requirements

  • verifiedMust be 18 years of age
  • verifiedAssociate’s or bachelor’s degree in business, finance, or related field, or equivalent work experience
  • verifiedProficiency in Microsoft Excel, Word, and Outlook
  • verifiedBasic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations
  • verifiedMust pass a background check
  • verifiedMust meet work from home requirements
  • verifiedComplete continuing education based upon current certifications

Benefits & Perks

check_circleComprehensive health coverage with a free premium optioncheck_circleGenerous 401k matchcheck_circlePaid parental leavecheck_circle3 weeks of paid time offcheck_circle11 paid holidays

Skills, education and keywords

Skills: microsoft excel, 401(k) plan structure, robs, irs/dol regulations.

Education: 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 work with clients to obtain necessary information for annual reporting; reconcile plans using excel and administration software; utilize administration software to complete 401(k) testing and reporting; and make reminder calls and send emails to clients during reporting.
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; Associate’s or bachelor’s degree in business, finance, or related field, or equivalent work experience; Proficiency in Microsoft Excel, Word, and Outlook; Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations; Must pass a background check; and Must meet work from home requirements.
What is the salary range for Retirement Plan Operations Specialist at Guidant Financial?expand_more
The advertised salary range for Retirement Plan Operations Specialist at Guidant Financial is $23.55/hr.
Where is the Retirement Plan Operations Specialist role at Guidant Financial located?expand_more
Retirement Plan Operations Specialist at Guidant Financial is based in Stony Meadow Drive, Stony Meadow, Nampa, Canyon County, Idaho, 83686, United States. This is a remote role.
Is this Retirement Plan Operations Specialist job remote, hybrid, or on-site?expand_more
Guidant Financial has listed this Retirement Plan Operations Specialist role as remote.
How much experience is required for this Retirement Plan Operations Specialist role?expand_more
Candidates for Retirement Plan Operations Specialist at Guidant Financial should have mid level.
What skills do you need for the Retirement Plan Operations Specialist role at Guidant Financial?expand_more
Key skills for Retirement Plan Operations Specialist at Guidant Financial include microsoft excel; 401(k) plan structure; robs; and irs/dol regulations.
What education is required for Retirement Plan Operations Specialist at Guidant Financial?expand_more
Educational requirements for this role: Associate’s or bachelor’s degree in a related field or equivalent work experience preferred.
What category does the Retirement Plan Operations Specialist role belong to?expand_more
Retirement Plan Operations Specialist at Guidant Financial is part of the Accounting & Finance job category on Recrutus.