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Retirement Plan Specialist

Posted 2024-11-21

View full description

💎 Seniority level: Entry

📍 Location: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO

💸 Salary: 23 USD per hour

🔍 Industry: Financial Services

🏢 Company: Guidant Financial

🗣️ Languages: English

🪄 Skills: Communication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceAttention to detailWritten communication

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.
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.
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