Retirement Plan Operations Specialist

As a Retirement Plan Operations Specialist at Guidant Financial, you will assist entrepreneurs nationwide in achieving their dreams of launching their own businesses by working from home. You will review documents submitted by clients, reconcile plans, and complete 401(k) testing and reporting. You will also educate clients regarding the administration of their 401(k) plan and 401(k) plan documents.

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 plus 11 Paid Holidays