Retirement Plan Operations Specialist
New
G
Guidant Financial401k Administration Services
Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.Full-TimeEntry
Salary49,000 USD per year
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Job Details
- Required Skills
- Analytical SkillsMicrosoft ExcelCustomer service
Requirements
- Must be 18 years of age or older
- Excellent verbal and written communication skills
- Meticulous attention to detail and proactive problem-solving approach
- Strong skills in customer service, organization, and collaboration
- Adequate math and analytical skills
- Proficiency in 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 preferred
- Ability to work in an autonomous, self-directed environment
- Must pass a background check
- Maintain a designated workspace and reliable high-speed internet
Responsibilities
- Work with clients to obtain necessary information for annual reporting
- Review client-submitted documents for completeness and accuracy
- Reconcile plans with rollovers and plan stock using Excel and administration software
- Complete 401(k) testing and reporting using internal software
- Perform outgoing communication with clients via phone and email
- Prepare IRS Form 5500 filings using filing software
- Educate clients on 401(k) plan administration and documentation
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