Retirement Plan Specialist

2 months ago


Raleigh, North Carolina, United States Guidant Financial Full time
Retirement Plan Specialist Opportunity

We are seeking a highly motivated and detail-oriented Retirement Plan Specialist to join our team at Guidant Financial. As a key member of our team, you will play a critical role in administering, testing, and reporting on 401(k) plans.

Key Responsibilities:

  • 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
  • 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

What We Offer:

  • A competitive salary of $23 per hour, equivalent to an annual salary of $47,840
  • A fully remote position with a reputable and thriving company
  • A comprehensive benefits package, including health coverage, paid parental leave, and a generous 401k match
  • Opportunities for career growth and professional development

About Guidant Financial:

Guidant Financial is a leading provider of financial services, dedicated to empowering entrepreneurs and small business owners to achieve their financial goals. We are committed to providing exceptional service and support to our clients, and we are seeking a talented and motivated individual to join our team.



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