Retirement Plan Specialist
Values
Passion: You champion our mission and think like an entrepreneur.
Adaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along.
Connection: Connection is important. You lift others up because when they grow you grow.
Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.
Diversity: You encourage diversity, equity and inclusion. You help empower our community and foster an environment that encourages different perspectives and values each team member’s individual experiences.
The Role
Essential Functions
- 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
Additional Functions
- 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
- Associate’s or Bachelor’s degree in a related field (business, finance, etc.) preferred or equivalent work experience
- 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
- 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 been seen.
Other Requirements
- Must pass a background check
- Must meet work from home requirements to qualify
- Complete continuing education based upon current certifications
For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment. These include 1) a space to work out of (i.e., home office) and 2) High speed internet.
Benefits
- Our People are Key to Success: Work with a team of smart, creative, fun and highly motivated people
- When You Grow, We Grow: Continue to learn with ongoing training, career pathing, and supportive leaders. In just six months of 2021, we have already promoted 28% of our organization!
- Wellness: Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, and paid parental leave and a generous 401k match. Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays.
- Flexible Work Arrangements: Work from the enjoyment of your home office. We work with entrepreneurs every day; we want you to have autonomy within your work structure with company provided equipment.
- Awesome Culture: Be part of Guidant’s award-winning culture and have the experience to connect through coffee with senior leaders or hit a home run being part of our company sporting events.
- Empowering Equity and Inclusion: Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported.
This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA
The wage for this position is $21.63 an hour or $45,000 per year