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Guidant Financial · 17 hours ago

Retirement Plan Operations Specialist

United States

Full-time

Remote

New Grad, Entry Level

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.

B2BCrowdfundingFinancial ServicesReal Estate

Growth Opportunities

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

Qualification

ExcelDocument reviewGovernment filingsClient communication

Required

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

Guidant Financial

Guidant Financial helps individuals secure small business funding to start, buy or grow a business.

Founded in 2003

Bellevue, Washington, USA

51-200 employees

https://www.guidantfinancial.com/

Funding

Current Stage

Growth Stage

Leadership Team

Jeremy Ames

Co-Founder & CEO

Recent News

PR Newswire

Guidant Financial Co-founder Addresses Talent Scarcity for Franchisors Through DOXA® Talent

2024-01-08

Company data provided by crunchbase