Retirement Plan Specialist
Company: Guidant Financial
Location: Draper
Posted on: January 20, 2023
Job Description:
Job DescriptionThe wage for this position is $21.63 an hour or
$45,000 per yearThis is a fully and permanently remote work from
home opportunity with a growing and stable company available only
in the following states across the US: AZ, FL, GA, ID, KS, LA, MI,
MN, NC, NE, TX, UT, VA.Are you excited by the thought of helping
entrepreneurs across the country realize their dreams of building
their own company? We have a bold vision of increasing the number
of people who succeed in small business. To date, our team has put
$5B of funding to use, helping launch over 20,000 businesses and
creating nearly 100,000 jobs to the economy. We're doing this by
delivering innovative funding solutions and building the latest
technology to help entrepreneurs across the country start and grow
their small businesses. Our purpose goes beyond supporting
entrepreneurs – we want our employees to feel as empowered as our
entrepreneurs to make an impact on our clients and their
careers.Our ValuesPassion: 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 RoleThis position is 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, the
Retirement Plan Specialist will quickly grow from document review
to administering basic plans. You'll review documents submitted by
our clients, proactively keep clients updated on progress and help
client 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) government filings
- Educate clients regarding the administration of their 401(k)
planAdditional Functions
- Establish priorities based on workload and client need
- Training on concepts for a Retirement Plan Administrator I
- Contributing to department and team projects
- Performs other duties as requiredRequirementsJob Specifications
- Associate's or Bachelor's degree in a related field (business,
finance, etc.) preferred or equivalent work experience
- Must be 18 years of age
- Solid customer service background
- Adequate math and analytical skills
- Proficiency in using Microsoft Excel, Word, and Outlook
- 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
certificationsWork Environment and Physical Demands
- Duties are primarily performed in an office environment and
require sufficient personal mobility and physical capability to
permit employee to function in this environment
- Requires sitting at a desk for up to 8 hours and ability to
lift up to twenty (20) pounds;For this position there are minimum
work from home requirements that must be met in order to perform
the essential job functions in a remote WFH environment. For any
questions, please reach out to careers@guidantfinancial.com prior
to submitting your resume.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 2021, we
promoted 43% 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.The wage for this position is $21.63 an hour or $45,000
per yearThis is a fully and permanently remote work from home
opportunity with a growing and stable company available only in the
following states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC,
NE, TX, UT, VA.
Keywords: Guidant Financial, Draper , Retirement Plan Specialist, Other , Draper, Utah
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