Retirement Plan Operations Specialist

Guidant Financial is a fully remote company that offers a fantastic opportunity to work from the comfort of your own home. As a Retirement Plan Operations Specialist, you will assist entrepreneurs nationwide in achieving their dreams of launching their own businesses. Guidant has distributed over $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs. The company is committed to empowering employees to make a genuine difference for clients and their own professional paths.

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
• 401(k) match
• Paid Time Off
• Paid Holidays