Retirement Plan Operations Specialist

Guidant Financial is seeking a fully remote Retirement Plan Operations Specialist to assist entrepreneurs nationwide in achieving their dreams of launching their own businesses. The role involves working from home, reviewing documents, reconciling plans, and preparing government filings. The company offers a competitive salary, paid parental leave, and a generous 401k match, as well as opportunities for growth and development.

Requirements

• Review documents submitted by clients for completeness and accuracy
• Reconcile plans with only rollovers and plan stock using Excel and administration software
• 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
• Perform other duties as required

Benefits

• Comprehensive health coverage (with a free premium option)
• Competitive salary
• Paid parental leave
• Generous 401k match
• 3 weeks of Paid Time Off plus 11 Paid Holidays