Retirement Plan Operations SpecialistGuidant Financial • Richmond, Virginia, United States
Retirement Plan Operations Specialist
Guidant Financial
- Richmond, Virginia, United States
- Richmond, Virginia, United States
Über
Salary:
$23 per hour
(approximately
$47,840 per year ).
Guidant Financial has empowered entrepreneurs for 21 years, delivering innovative funding solutions and building cutting‑edge technology. We have funded over $5 billion to help launch more than 20,000 businesses and create nearly 100,000 jobs.
Role Summary As a Retirement Plan Specialist at Guidant Financial, you will begin by learning the full process to administer, test, and report on 401(k) plans. Through accelerated learning and practical experience, you will grow from document review to administering basic plans, reviewing client documents, and helping clients understand the year‑end reporting necessary to complete regulatory filings, including the IRS 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 for rollovers and plan stock
Utilize administration software to perform 401(k) testing and reporting
Make outgoing reminder calls and send emails to clients during the plan year reporting process
Prepare required 401(k) government filings, including IRS Form 5500, using filing software
Educate clients about 401(k) plan administration 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
Strong customer service, organization, and collaboration skills
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 experience preferred
Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations preferred
Ability to work autonomously in a self-directed environment
Commitment 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
Remote Work Requirements
A designated workspace (home office) to concentrate and be productive
Reliable high‑speed internet for seamless communication and collaboration
Benefits
Our People are Vital to Our Success: a team of intelligent, imaginative, and motivated individuals
Growing Together: ongoing training, career development opportunities, and supportive leaders
Wellness: comprehensive health coverage, competitive salary, paid parental leave, and 401(k) 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: access to senior leaders and company events
Equity and Inclusion: an inclusive environment that values employee voices
Role Details
Seniority level: Entry level
Employment type: Full-time
Job function: Other
Industries: IT Services and IT Consulting
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Sprachkenntnisse
- English
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