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Retirement Plan Specialist
$47,840 - $47,840/Yr
Guidant Financial - Orem, UT
posted 2 months ago
Full-time - Entry Level
Remote - Orem, UT
Credit Intermediation and Related Activities
About the position
As a Retirement Plan Specialist at Guidant Financial, you will be responsible for administering, testing, and reporting on 401(k) plans. This role involves reviewing client documents, ensuring compliance with regulations, and educating clients about their retirement plans. You will receive in-depth training and practical experience to help you grow in your career while making a meaningful impact on the success of entrepreneurs across the country.
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.
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.
Nice-to-haves
- Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen.
Benefits
- 401(k)
- 401(k) matching
- Health insurance
- Paid holidays
- Paid parental leave
- Paid time off
