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. Guidant Financial is committed to empowering entrepreneurs and enhancing the growth of small businesses. As a Retirement Plan Specialist, you will take 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

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