Build expertise in 401(k) testing and reporting at Guidant Financial while working fully remotely from an eligible United States state.
This specialist position develops knowledge of the complete retirement plan administration process. Through accelerated learning, training, and practical experience, you will progress from document review toward administering basic plans. You will help clients understand plan documents and year-end filings, including the annual IRS Form 5500. Your work also includes reconciliation, client communications, and administration software.
Key Responsibilities:
- Use administration software for 401(k) testing and reporting
- Prepare government filings, including the annual IRS Form 5500
- Educate clients about plan administration and documents
- Send reminders and updates during reporting processes
- Explain complex retirement concepts in straightforward terms
Requirements:
- One to five years of related back-office financial operations experience
- Daily reconciliation experience preferred
- Microsoft Excel, Word, and Outlook proficiency
- Basic 401(k), ROBS, and IRS/DOL knowledge preferred
- Related degree or equivalent work experience preferred
Develop 401(k) testing, filing, reconciliation, and client education skills as a Guidant Financial operations specialist.