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Retirement specialist Jobs in Richardson, TX

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Retirement specialist • richardson tx

Last updated: 2 days ago

Retirement Plan Operations Specialist

Guidant FinancialPlano, TX, United States
$23.55 hourly
Full-time

Remote Opportunity With Guidant Financial.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 co... Show more

Head of Group Retirement Sales

Health Care Service CorporationRichardson, TX, United States
$153,100.00 yearly
Full-time

The Head of Group Retiree Sales is a senior leadership role responsible for driving revenue growth and market share in the Medicare retirement space.This executive leader oversees sales strategies,... Show more

Estimating Specialist

Dragonfly Pond WorksAddison, TX, USA
$90,000.00 yearly
Full-time
Quick Apply

Dragonfly Pond Works is an environmental service company specializing in stormwater management.Since 2006, Dragonfly has provided routine maintenance and repairs on stormwater devices, lakes, ponds... Show more

Alterations Specialist

David's BridalPlano, TX, United States
Part-time

From aisle to algorithm and for all life's moments, at David's Bridal, we empower our customers and our employees to stay true to their dreams and find the one, whether that means the event or the ... Show more

Dyslexia Specialist

Adelphi StaffingPlano, TX, us
Full-time

Adelphi is seeking a Dyslexia Specialist to provide services to students at schools in Plano, Texas.The ideal candidates will deliver structured, evidence-based literacy intervention to support stu... Show more

Retirement Plan Operations Specialist

Guidant FinancialPlano, Texas, United States
$23.55 hourly
Full-time

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 sele... Show more

Manager, Retirement Income Life Company

USAAPlano, TX, United States
$90,310.00 yearly
Full-time

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.We seek to be the #1 choice for the military... Show more

Cleaning Specialist

TradeJobsWorkforce75243 Dallas, TX, US
Full-time

As a Cleaning Specialist, you will be responsible for cleaning and maintaining facilities, including: clean and sanitize designated areas.Duties and responsibilities can change depending on busines... Show more

 • Promoted

Business Strategy Specialist

Micro1Richardson, Texas, US
$50.00 hourly
Full-time

Management Consultant / Business Strategy Specialist.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such ... Show more

 • Promoted

Marketing Specialist

TradeJobsWorkForce75209 Dallas, TX, US
Full-time

Marketing Specialist Job Duties: Develops marketing strategy by studying economic indicators, trackin... Show more

 • Promoted

Treasury Specialist

loanDepotPlano, TX, United States
$26.44–$36.30 hourly
Full-time

Responsible for processing incoming and outgoing domestic wire transfers through applicable bank systems daily in accordance with all wire transfer deadlines.This position ensures the performance o... Show more

Recon Specialist

EchoPark AutomotivePlano, Texas, United States
Full-time

CarOne is hiring an Automotive Porter to assist our team in our Plano location.Cosmetic inspections, quality assurance, photograph vehicles and ensure vehicles’ readiness for sale    .Work in ... Show more

Marketing Specialist

Prestonwood Christian AcademyPlano, TX, United States
Full-time

Plano Campus - PLANO, TX 75093.Mission: To assist Christian parents by helping equip students to embrace Biblical truth, strive for academic excellence, and model Christ-like leadership to influenc... Show more

Credentialing Specialist

EMPOWER SERVICESRichardson, TX, US
Full-time

At Empower, we are proud to serve as a one-stop-shop business partner for healthcare organizations to support their administrative and employer needs.We strive to be more than a workplace, but also... Show more

Medicaid Specialist

Miller Law Office, PLLCPlano, TX, US
$45,000.00 yearly
Full-time

When a family comes to us because their loved one needs nursing home care and they have no idea how to pay for it, you’re the person who guides them through.The Medicaid Specialist manages the full... Show more

Revenue Specialist

Credit AssociatesPlano, TX, United States
Full-time

CreditAssociates, a leading direct-to-consumer financial services company based in Plano, TX, is seeking a Revenue Specialist to join its team.As a Revenue Specialist, you will ensure that we are c... Show more

Contracts Specialist

Pyramid ConsultingPlano, TX, United States
Temporary

Immediate need for a Contracts Specialist with experience in the Banking & Financial Industry.This is a 6+ months contract opportunity with long-term potential located in Plano, TX.Please review th... Show more

Practice Specialist

Yantran LLCPlano, TX, United States
Full-time

At *** ( *** | Connected World, Connected Experiences ), we live the philosophy of connected world and connected experiences.We thrive on change that is powered by the intelligent symphony of techn... Show more

Treasury Specialist

loanDepotPlano, Texas
Full-time

Responsible for processing incoming and outgoing domestic wire transfers through applicable bank systems daily in accordance with all wire transfer deadlines.This position ensures the performance o... Show more

Commercial Specialist

AutozonePlano, US
Full-time +1

Job Description As a Commercial Specialist, you'll be a key player in AutoZone's commercial sales and service operations.You'll drive WOW! customer service, increase commercial sales, and en... Show more

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Retirement Plan Operations Specialist

Retirement Plan Operations Specialist

Guidant FinancialPlano, TX, United States
12 days ago
Salary
$23.55 hourly
Job type
  • Full-time
Job description

Remote Opportunity With Guidant Financial

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, 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 only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around 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 been committed to empowering entrepreneurs and enhancing the growth of small businesses. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path.

At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity.

Our Values

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.

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 our 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