[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. They are seeking a Retirement Plan Operations Specialist to administer, test, and report on 401(k) plans, ensuring clients receive accurate and timely information about their retirement plans.ResponsibilitiesWork with clients to obtain necessary information to prepare the annual reportingReview documents submitted by clients for completeness and accuracyReconcile plans with only rollovers and plan stock using Excel and administration softwareUtilize administration software to complete 401(k) testing and reportingMake outgoing reminder calls and send emails to clients during the plan year reporting processPrepare required 401(k) plan government filings, including the IRS Form 5500, using filing softwareEducate clients regarding the administration of their 401(k) plan and 401(k) plan documentsShare knowledge and explain complex topics simplyTraining on concepts for a Retirement Plan Administrator IPerforms other duties as requiredSkillsMust be 18 years of ageExcellent verbal and written communication skillsMeticulous attention to detail and proactive approach to problem solvingSkills in customer service, organization, and collaborationAdequate math and analytical skillsProficiency in using Microsoft Excel, Word, and OutlookAbility to work in an autonomous environment where you can be a self-directed workerAbility to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seenMust pass a background checkMust meet work from home requirements to qualifyComplete continuing education based upon current certificationsA designated workspace (such as a home office) where you can concentrate and be productiveReliable high-speed internet to ensure seamless communication and collaborationAssociate's or bachelor's degree in a related field (business, finance, etc.) or equivalent work experience preferredBasic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferredBenefitsComprehensive health coverage (with a free premium option)Competitive salaryPaid parental leaveGenerous 401k match3 weeks of Paid Time Off plus 11 Paid HolidaysFlexible Work ArrangementsCompany OverviewGuidant 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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