Guidant Financial is hiring a Retirement Plan Operations Specialist to begin a career in retirement plan administration. You will start by learning the full process of administering 401(k) plans and quickly grow from document review to handling basic plan administration.
What You'll Do
- Work with clients to obtain necessary information for annual 401(k) plan reporting.
- Review client-submitted documents for completeness and accuracy.
- Reconcile plans involving 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 annual reporting process.
- Prepare required government filings, including IRS Form 5500, using filing software.
- Educate clients on 401(k) plan administration and plan documents.
- Share knowledge and explain complex topics in simple terms.
- Train on core concepts for a Retirement Plan Administrator I role.
What We're Looking For
- Strong attention to detail and commitment to accuracy.
- Excellent communication skills and ability to build rapport with clients.
- Aptitude for learning complex processes and regulatory requirements.
- Proactive and adaptable approach to a changing workflow.
- Professionalism and a drive for operational excellence.
Technical Stack
- Excel
- 401(k) administration software
- Government filing software
Benefits & Compensation
- Annual salary of $49,000 ($23.55 per hour).
Work Mode
This position is open to candidates residing in Arizona, Florida, Georgia, Idaho, Kansas, Louisiana, Michigan, Minnesota, North Carolina, Nebraska, Texas, Utah, Virginia, Missouri, and Oklahoma.
Guidant Financial is an equal opportunity employer.
