Retirement Plan Administrator

hace 3 semanas

Colombia Guidant Financial A tiempo completo
Role Summary

As a Retirement Plan 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.



Key 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


Requirements:

  • 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 be seen


Additional Requirements:

  • Must pass a background check
  • Must meet work from home requirements to qualify
  • Complete continuing education based upon current certifications


Work from Home Requirements:

  • A designated workspace (such as a home office) where you can concentrate and be productive
  • Reliable high-speed internet to ensure seamless communication and collaboration


About Guidant Financial

Guidant Financial is a reputable and thriving company that offers a fully remote position. We are excited to recruit in select states across the US and empower entrepreneurs and increase the number of people who succeed in small business.



Why Work at Guidant Financial?

We offer a comprehensive benefits package, ongoing training, and career development opportunities. Our team is comprised of intelligent, imaginative, and highly motivated individuals who are passionate about making a meaningful impact on the success of our clients and their own careers.



Join Our Team

We are looking for a dedicated and detail-oriented Retirement Plan Specialist to join our team. If you are passionate about helping entrepreneurs and have the skills and experience required for this role, we encourage you to apply.

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