Remote Retirement Plan Operations Specialist

Guidant Financial; Lafayette (LA); On-site; USD 44,100 - 53,900; Full time

Benefits offered by this job

Remote work

Job summary

Guidant Financial is seeking a Retirement Plan Specialist for a fully remote role. You will learn to administer, test, and report on 401(k) plans, reviewing client documents and handling year-end filings including IRS Form 5500.

You’ll communicate with clients, provide updates, and guide them through plan requirements. As you progress, you’ll gain practical experience using administration software, Excel, and filing tools while contributing to Guidant’s mission to empower entrepreneurs and

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.
• 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
• 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

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

Job description

Guidant Financial is seeking a Retirement Plan Specialist for a fully remote role. You will learn to administer, test, and report on 401(k) plans, reviewing client documents and handling year-end filings including IRS Form 5500.

You’ll communicate with clients, provide updates, and guide them through plan requirements. As you progress, you’ll gain practical experience using administration software, Excel, and filing tools while contributing to Guidant’s mission to empower entrepreneurs and