Retirement Plan Operations Specialist

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, , KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.

The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000.

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 about a position.

Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses?

For more than 23 years, Guidant Financial has 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 creating nearly 100,000 jobs.

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.

As a Retirement Plan Specialist at Guidant Financial, you will learn the full process of administering, testing, and reporting on 401(k) plans. Through accelerated learning, in‑depth training, and practical experience, you will grow from document review to administering basic plans, reviewing client documents, keeping clients updated, and helping them understand year‑end reporting necessary for government filings.

• Work with clients to obtain necessary information to prepare the annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Reconcile plans with 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.

• Share knowledge and explain complex topics simply.
• Receive training on concepts for a Retirement Plan Administrator I.
• Perform other duties as required.

• Must be 18 years of age.
• Excellent verbal and written communication skills.
• Meticulous attention to detail and a proactive approach to problem solving.
• Strong customer service, organization, and collaboration skills.
• 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 autonomously as a self‑directed worker.
• Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all employees to speak up, ask questions, and feel seen.

• Must pass a background check.
• Must meet work‑from‑home requirements to qualify.
• Complete continuing education based upon current certifications.

• 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.

• Ownership:
  We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long‑term success.
• People:
  Join a team of intelligent, imaginative, and highly motivated individuals.
• Growth:
  Constantly expand your knowledge with 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:
  Enjoy top‑notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401(k) match. Take advantage of 3 weeks of paid time off plus 11 paid holidays to truly disconnect.
• Flexible Work Arrangements:
  Work comfortably from your home office. We provide all the necessary equipment.
• Amazing Culture:
  Experience Guidant’s award‑winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.
• Equity & Inclusion:
  Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.