Remote 401(k) Plan Operations Specialist

Guidant Financial; Alpharetta (GA); Remote; USD 26,765 - 38,119; Full time

Benefits offered by this job

ESOP company

Career development

Paid time off

Health benefits

Flexible remote work

Culture & events

Equity & inclusion

Job summary

Guidant Financial is hiring a Retirement Plan Specialist in a fully remote role, available to select states including GA. You will learn to administer, test, and report on 401(k) plans, review client documents, and communicate progress to clients.

The position requires excellent verbal and written communication, meticulous attention to detail, and proficiency with Excel, Word and Outlook. A related degree is preferred; we offer strong benefits and ESOP culture.

Qualifications

• 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.

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.

Skills

Verbal communication

Written communication

Customer service

Organizational skills

Collaboration

Analytical skills

Math skills

Problem solving

Education

Associate's or bachelors degree in a related field (business, finance, etc.)

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial is hiring a Retirement Plan Specialist in a fully remote role, available to select states including GA. You will learn to administer, test, and report on 401(k) plans, review client documents, and communicate progress to clients.

The position requires excellent verbal and written communication, meticulous attention to detail, and proficiency with Excel, Word and Outlook. A related degree is preferred; we offer strong benefits and ESOP culture.