Join Guidant Financial as a Retirement Plan Operations Specialist in a fully remote position. As a Retirement Plan Specialist, you will assist entrepreneurs nationwide in achieving their dreams of launching their own businesses by administering, testing, and reporting on 401(k) plans. Work from the comfort of your own home with a reputable and thriving company that empowers employees to make a meaningful impact on their success and their own career path.
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
- 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
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
- Flexible work arrangements
- An award-winning culture
- Empowering equity and inclusion
