This is a fantastic opportunity to work from the comfort of your own home as a Retirement Plan Operations Specialist for Guidant Financial, a fully remote position with a reputable and thriving company. You will assist entrepreneurs nationwide in achieving their dreams of launching their own businesses, and work with clients to obtain necessary information to prepare the annual reporting and reconcile plans with only rollovers and plan stock using Excel and administration software.
Requirements
- 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
- Competitive salary
- Paid parental leave
- Generous 401k match
- 3 weeks of Paid Time Off
- 11 Paid Holidays
