Remote Retirement Plan Operations Specialist

Remote Jobs; Kansas City (MO); A distancia; USD 27.000 - 38.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Ownership Matters ESOP journey

Health coverage

401k match and PTO

Descripción de la vacante

Guidant Financial is offering a fully remote Retirement Plan Operations Specialist role, enabling you to work from home nationwide. You will learn and administer the full process of 401(k) plans, reviewing client documents and preparing year-end filings including IRS Form 5500, through accelerated training and hands-on experience.

You will gain exposure to all aspects of retirement-plan operations, reconciliation, and client communication, with pathways toward growth in ESOP-related

Formación

• Experience with document review and transaction processing as daily job responsibilities.
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting, is preferred.
• Experience with reconciliation as a daily job responsibility is preferred.

Responsabilidades

• 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.

Conocimientos

Document review

Transaction processing

Microsoft Excel

Microsoft Word

Microsoft Outlook

Retirement-plan operations

Educación

Associate's or Bachelor's degree in business or finance

Herramientas

Filing software

Descripción del empleo

Guidant Financial is offering a fully remote Retirement Plan Operations Specialist role, enabling you to work from home nationwide. You will learn and administer the full process of 401(k) plans, reviewing client documents and preparing year-end filings including IRS Form 5500, through accelerated training and hands-on experience.

You will gain exposure to all aspects of retirement-plan operations, reconciliation, and client communication, with pathways toward growth in ESOP-related