Retirement Plan Operations SpecialistGuidant Financial • Lafayette, Louisiana, United States
Retirement Plan Operations Specialist
Guidant Financial
- Lafayette, Louisiana, United States
- Lafayette, Louisiana, United States
À propos
The wage for this position is $23 per hour, equivalent to an annual salary of $47,840.
For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy.
Role Summary 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 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.
What You\'ll Be Doing
Work with clients to obtain necessary information to prepare the annual reporting
Review documents submitted by clients for completeness and accuracy
Reconcile plans with only rollovers and plan stock using Excel and administration software
Utilize 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 the IRS Form 5500, using filing software
Educate clients regarding the administration of their 401(k) plan and 401(k) plan 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 approach to problem solving
Skills in customer service, organization, and collaboration
Adequate math and analytical skills
Proficiency in using 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 environment where you can be a self-directed worker
Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen
Additional Requirements
Must pass a background check
Must meet work from home requirements to qualify
Complete continuing education based upon 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 and exciting 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 the necessary equipment provided
An 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 work environment that values employee voices and participation
Seniority level: Entry level
Employment type: Full-time
Job function: Other
Industries: IT Services and IT Consulting
#J-18808-Ljbffr
Compétences linguistiques
- English
Avis aux utilisateurs
Cette offre provient d’une plateforme partenaire de TieTalent. Cliquez sur « Postuler maintenant » pour soumettre votre candidature directement sur leur site.