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
Share knowledge and explain complex topics simply
Training on concepts for a Retirement Plan Administrator I
Performs other duties as required

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
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.

Ownership Matters: We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success.
Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals.
Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!
Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.
Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment.
An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.
Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.

Retirement Plan Operations Specialist

Key skills