This is a fully remote position as a Retirement Plan Operations Specialist with a reputable and thriving company. The role involves working from the comfort of your own home and assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses. The company, Guidant Financial, has been committed to empowering entrepreneurs and enhancing the growth of small businesses for over 23 years, distributing an impressive $5 billion in funding and supporting the launch of over 30,000 businesses.
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
- Share knowledge and explain complex topics simply
- Training on concepts for a Retirement Plan Administrator I
- Performs other duties as required
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
