Retirement Plan Operations Specialist
About the role
Guidant Financial is a fully remote company recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses, distributing $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs. The company aims to inspire and empower employees just as it does for entrepreneurs, fostering ownership through its journey toward becoming an ESOP company. Core values include Adaptability, Connection, and Excellence. As a Retirement Plan Operations Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You'll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return.
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 40