Retirement Plan Specialist

Summary

The job is for a remote Retirement Plan Specialist at Guidant Financial. The role involves administering, testing, and reporting on 401(k) plans with responsibilities including working with clients, reviewing documents, reconciling plans, utilizing administration software, making outgoing calls/emails, preparing government filings, educating clients, sharing knowledge, and performing other duties as required. The preferred qualifications include an associate's or bachelor's degree in a related field, basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations, and the ability to work in an autonomous environment.

Requirements

• 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

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

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

Benefits

• Competitive salary
• Paid parental leave
• Generous 401k match
• 3 weeks of Paid Time Off plus 11 Paid Holidays
• Comprehensive health coverage (with a free premium option)
• Flexible Work Arrangements
• Top-notch benefits and perks
• An Amazing Culture
• Empowering Equity and Inclusion