Guidant Financial is a reputable and thriving company offering a fully remote position as a Retirement Plan Operations Specialist. The role involves assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses and requires a high level of adaptability, connection, and excellence. As a Retirement Plan Specialist, you will take the first step down the path of learning the full process of administering, testing, and reporting 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 plus 11 Paid Holidays
- Flexible Work Arrangements
