Note: The job is a remote job and is open to candidates in USA. Guidant Financial is a reputable company committed to empowering entrepreneurs and enhancing the growth of small businesses. As a Retirement Plan Operations Specialist, you will learn to administer, test, and report on 401(k) plans while providing support to clients throughout the process.
Responsibilities
- 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
Skills
- Ability to work with clients to obtain necessary information to prepare the annual reporting
- Experience in reviewing documents submitted by clients for completeness and accuracy
- Proficiency in reconciling plans with only rollovers and plan stock using Excel and administration software
- Familiarity with utilizing administration software to complete 401(k) testing and reporting
- Ability to make outgoing reminder calls and send emails to clients during the plan year reporting process
- Experience in preparing required 401(k) plan government filings, including the IRS Form 5500, using filing software
- Ability to educate clients regarding the administration of their 401(k) plan and 401(k) plan documents
- Strong communication skills to share knowledge and explain complex topics simply
- Willingness to train on concepts for a Retirement Plan Administrator I
- Flexibility to perform other duties as required
Company Overview
Guidant Financial helps individuals secure small business funding to start, buy or grow a business. It was founded in 2003, and is headquartered in Bellevue, Washington, USA, with a workforce of 51-200 employees. Its website is https://www.guidantfinancial.com/.
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