Retirement Plan Operations Specialist

This is a fantastic opportunity to work from the comfort of your own home as a fully remote Retirement Plan Operations Specialist. As a Retirement Plan Specialist at Guidant Financial, you will assist entrepreneurs nationwide in achieving their dreams of launching their own businesses by taking the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans.

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
• Performs other duties as required

Benefits

• Comprehensive health coverage
• Competitive salary
• Paid parental leave
• 401k match
• 3 weeks of Paid Time Off
• 11 Paid Holidays