Retirement Plan Operations Specialist

Guidant Financial

Any Location, WY

Category Finance

Remote

Job Description

We are recruiting a Retirement Plan Operations Specialist to work from home. The position involves assisting entrepreneurs with their 401(k) plans, reviewing documents, and preparing government filings. The ideal candidate has excellent communication skills, attention to detail, and basic knowledge of 401(K) plan structure.

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
Generous 401k match
3 weeks of Paid Time Off
11 Paid Holidays

]]>