Retirement Plan Operations Specialist

As a Retirement Plan Operations Specialist at Guidant Financial, you will work from home to assist entrepreneurs nationwide in achieving their dreams of launching their own businesses. You will review documents, reconcile plans, and prepare government filings, while also educating clients on the administration of their 401(k) plan. This is a fantastic opportunity to work in a fully remote position with a reputable and thriving company.

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
• 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
• Performs 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