Overview
This is a fully remote position. Guidant Financial is recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO. The wage is $23 per hour, equivalent to an annual salary of $47,840.
Our mission is to empower entrepreneurs and increase the number of people who succeed in small business by delivering innovative funding solutions and building cutting-edge technology. We have funded over $5 billion, helped launch over 20,000 businesses, and created nearly 100,000 jobs. Our values are Adaptability, Connection, and Excellence.
Role Summary
As a Retirement Plan Specialist, you will begin with learning the full process of administering, testing, and reporting on 401(k) plans. Through accelerated learning, training, and practical experience, you will grow from document review to administering basic plans. You will review documents submitted by clients, proactively keep clients updated on progress, and help clients understand year-end reporting documents necessary to complete government filings, including the annual Form 5500.
What You’ll Be Doing
- Work with clients to obtain information needed to prepare the annual reporting
- Review documents submitted by clients for completeness and accuracy
- Reconcile plans using Excel and administration software (rollovers and plan stock)
- Use 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 IRS Form 5500, using filing software
- Educate clients regarding the administration of their 401(k) plan and related documents
Extra Tasks
- Share knowledge and explain complex topics simply
- Training on concepts for a Retirement Plan Administrator I
- Performs other duties as required
Requirements
- Must be 18 years of age
- Excellent verbal and written communication skills
- Meticulous attention to detail and proactive problem solving
- Skills in customer service, organization, and collaboration
- Adequate math and analytical skills
- Proficiency in Microsoft Excel, Word, and Outlook
- Associate's or bachelor's degree in a related field (business, finance, etc.) or equivalent work experience preferred
- Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred
- Ability to work in an autonomous, self-directed environment
- Ability to contribute to an inclusive workplace where everyone feels a sense of belonging
Additional Requirements
- Must pass a background check
- Must meet work-from-home requirements to qualify
- Complete continuing education based on current certifications
Work From Home Requirements
- 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
Benefits
- Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals
- Growing Together: Ongoing training, career development opportunities, and supportive leaders; over the past three years, more than 20% of our organization has been promoted into new roles
- Wellness at its Best: Comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match; 3 weeks of Paid Time Off plus 11 Paid Holidays
- Flexible Work Arrangements: Work from your home office with necessary equipment provided
- Amazing Culture: Guidant’s award-winning culture with opportunities to connect with senior leaders and participate in company events
- Empowering Equity and Inclusion: An inclusive environment that values employee voices and active participation
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 environment. These include a designated workspace and reliable internet.
Seniority level: Entry level
Employment type: Full-time
Job function: Other
Industries: IT Services and IT Consulting
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