[Remote] Retirement Plan Operations Specialist

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