Retirement Plan Operations Specialist
New
G
Guidant FinancialRetirement plan administration
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-TimeJunior
Salary23.55 USD per hour
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Job Details
- Experience
- 1 to 5 years of adjacent back-office financial operations experience
- Required Skills
- Microsoft Excel
Requirements
- Have experience with document review and transaction processing as daily job responsibilities.
- Have 1 to 5 years of adjacent back-office financial operations experience in one or more of these areas: benefits administration, money movement and wires, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance or quality-control support.
- Be proficient in Microsoft Excel, Word, and Outlook.
- Direct retirement-plan operations experience is preferred, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting.
- Experience with reconciliation as a daily job responsibility is preferred.
- An associate’s or bachelor’s degree in a related field such as business or finance, or equivalent work experience, is preferred.
- Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations is preferred.
- A designated workspace where you can concentrate and be productive is preferred.
- Reliable high-speed internet is preferred.
Responsibilities
- Work with clients to obtain information needed to prepare annual reporting.
- Review client-submitted documents for completeness and accuracy.
- Reconcile plans with only rollovers and plan stock using Excel and administration software.
- Use 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 IRS Form 5500, using filing software.
- Educate clients about 401(k) plan administration and plan documents.
- Share knowledge and explain complex topics simply.
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