[Remote] Retirement Plan Operations Specialist

Note: The job is a remote job and is open to candidates in USA. Guidant Financial is a reputable company committed to empowering entrepreneurs and enhancing the growth of small businesses. They are seeking a Retirement Plan Operations Specialist to administer, test, and report on 401(k) plans, ensuring clients receive accurate and timely information about their retirement plans. 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 Training on concepts for a Retirement Plan Administrator I Performs other duties as required Skills 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 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 Must pass a background check Must meet work from home requirements to qualify Complete continuing education based upon current certifications 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 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 Benefits Comprehensive health coverage (with a free premium option) Competitive salary Paid parental leave Generous 401k match 3 weeks of Paid Time Off plus 11 Paid Holidays Flexible Work Arrangements Company Overview Guidant Financial helps individuals secure small business funding to start, buy or grow a business. It was founded in 2003, and is headquartered in Bellevue, Washington, USA, with a workforce of 51-200 employees. Its website is