Retirement Plan Operations Specialist

Summary: 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. 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 Required Qualifications: - Must be 18 years of age - Excellent verbal and written communication skills - Meticulous attention to detail and proactive approach to problem solving - Skills in customer service, organization, and collaboration - Adequate math and analytical skills - Proficiency in using Microsoft Excel, Word, and Outlook - Ability to work in an autonomous environment where you can be a self-directed worker - Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen - Must pass a background check - Must meet work from home requirements to qualify - Complete continuing education based upon current certifications - A designated workspace (such as a home office) where you can concentrate and be productive - Reliable high-speed internet to ensure seamless communication and collaboration Preferred Qualifications: - Associate's or bachelor's degree in a related field (business, finance, etc.) or equivalent work experience preferred - Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred Required Skills: Microsoft Excel, Microsoft Word, Microsoft Outlook, IRS Form 5500 Filing, ROBS, IRS Regulations, DOL Regulations, Mathematical, Analytical Skills, Customer Service, Self-direction, Inclusivity Benefits: Comprehensive health coverage (with a free premium option), Competitive salary, Paid parental leave, Generous 401k match, 3 weeks of Paid Time Off plus 11 Paid Holidays, Flexible Work Arrangements