Retirement Plan Operations Specialist

Join Guidant Financial as a fully remote Retirement Plan Operations Specialist and work from the comfort of your own home. You will assist entrepreneurs nationwide in achieving their dreams of launching their own businesses and make a meaningful impact on their success and your own career path. Guidant Financial is a reputable and thriving company that values empowerment, innovation, and collaboration.

Requirements

• 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
• Share knowledge and explain complex topics simply
• Training on concepts for a Retirement Plan Administrator I

Benefits

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