This is a fantastic opportunity to work from the comfort of your own home as a Retirement Plan Operations Specialist with Guidant Financial, a reputable and thriving company. As a fully remote position, you'll work with clients to administer, test and report on 401(k) plans, and have the opportunity to learn and grow with a dynamic and inclusive team.
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
- Competitive salary
- Paid parental leave
- Generous 401k match
- 3 weeks of Paid Time Off
- 11 Paid Holidays
