Retirement Plan Specialist

Summary: Guidant Financial is a reputable company dedicated to empowering entrepreneurs and supporting small business growth. As a Retirement Plan Specialist, you will learn to administer, test, and report on 401(k) plans, while assisting clients with the necessary documentation and government filings. 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 be seen - Must pass a background check - Must meet work from home requirements to qualify - Complete continuing education based upon current certifications 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 - For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of: 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 Required Skills: Microsoft Excel proficiency Important Skills: Analytical skills, Customer service skills Nice-to-Have Skills: Organization, Verbal communication, Written communication, Attention to detail, Problem-solving, Collaboration