Retirement Plan Operations Specialist
Job title: Retirement Plan Operations Specialist in Orem, UT at reputed company
Company: reputed company
Job description: 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, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO.The wage for this position is $23 per hour, equivalent to an annual salary of $47,840.Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you?For the last 21 years reputed company has been on a mission to reputed company entrepreneurs and increase the number of people who succeed in small business. Join reputed company 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. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career.Our Values
Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and reputed company others along the way.reputed company: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.Excellence: You reputed company reputed company of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to reputed company things reputed company.Role SummaryAs a Retirement Plan Specialist at reputed company you will take the first reputed company 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 our clients, proactively reputed company clients updated on reputed company 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 reputed company and administration software
- Utilize administration software to complete 401(k) testing and reporting
- reputed company 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 reputed company topics simply
- Training on concepts for a Retirement Plan Administrator I
- Performs other duties as required
- 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 reputed company reputed company, Word, and Outlook
- Associate’s or bachelor’s degree in a reputed company 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 reputed company our employees to speak up, ask questions, and been seen.
- Must pass a background reputed company
- Must meet work from home requirements to qualify
- Complete continuing education based upon reputed company 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.
- Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals.
- Growing Together: 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 at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k 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 reputed company in giving you the freedom to structure your work while providing reputed company the necessary equipment.
- An 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.
- Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.