Retirement Plan Operations Specialist

Retirement Plan Specialist at Guidant Financial working remotely to administer, test, and report on 401(k) plans. Responsibilities include obtaining information for annual reporting, reviewing client-submitted documents for completeness/accuracy, reconciling plans (rollovers and plan stock) using Excel and administration software, performing 401(k) testing and reporting, sending reminders and correspondence to clients during the plan year, preparing IRS Form 5500 filings, educating clients on plan administration, and sharing knowledge while training on Retirement Plan Administrator concepts. The role emphasizes autonomous, home-office work with a focus on accurate government filings and client communication. Training and career development opportunities are provided, with a path toward ESOP company ownership and ongoing professional growth.