This is a fully remote opportunity to work as a Retirement Plan Operations Specialist with Guidant Financial, assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses. The role involves working with clients to prepare annual reporting, reviewing documents, and administering 401(k) plans. As a fully remote company, Guidant Financial offers a flexible work arrangement and top-notch benefits, including comprehensive health coverage, paid parental leave, and a generous 401k match.
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
Benefits
- Comprehensive health coverage
- Paid parental leave
- Generous 401k match
- 3 weeks of Paid Time Off plus 11 Paid Holidays
- Flexible work arrangements
- Top-notch benefits and perks
