Remote Retirement Plan Specialist | 401(k) Administration

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

Benefits offered by this job

Comprehensive health coverage

401(k) match

3 weeks paid time off

Paid parental leave

Job summary

A leading financial services company is looking for a Retirement Plan Specialist to work remotely. The role entails managing the administration of 401(k) plans and client communication. You will ensure compliance by preparing government filings and educating clients on their plans. Candidates must possess excellent communication skills, attention to detail, and proficiency in Excel. This position offers competitive pay and flexible work arrangements.

Qualifications

• Must be 18 years of age.
• Meticulous attention to detail and proactive approach to problem solving.
• Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations preferred.

Responsibilities

• Work with clients to obtain necessary information for annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Prepare required 401(k) plan government filings, including IRS Form 5500.

Skills

Excellent verbal and written communication skills

Attention to detail

Customer service skills

Analytical skills

Proficiency in Microsoft Excel

Organizational skills

Education

Associate's or bachelor's degree in a related field

Tools

Microsoft Excel

Word

Outlook

Job description

A leading financial services company is looking for a Retirement Plan Specialist to work remotely. The role entails managing the administration of 401(k) plans and client communication. You will ensure compliance by preparing government filings and educating clients on their plans. Candidates must possess excellent communication skills, attention to detail, and proficiency in Excel. This position offers competitive pay and flexible work arrangements.