Guidant Financial

Operations

• Work with clients to obtain necessary information to prepare annual reporting
• Review client-submitted documents for completeness and accuracy
• Reconcile plans with only rollovers and plan stock using Excel and administration software
• Use 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) government filings, including IRS Form 5500, using filing software
• Educate clients about administration of their 401(k) plans and plan documents
• Share knowledge and explain complex topics simply
• Train on concepts for a Retirement Plan Administrator I
• Perform other duties as required

Retirement Plan Operations Specialist

• Work with clients to obtain necessary information to prepare annual reporting
• Review client-submitted documents for completeness and accuracy
• Reconcile plans involving only rollovers and plan stock using Excel and administration software
• Use administration software to complete 401(k) testing and reporting
• Make outgoing reminder calls and send emails during the plan-year reporting process
• Prepare required 401(k) government filings, including IRS Form 5500, using filing software
• Educate clients about 401(k) plan administration and plan documents
• Share knowledge and explain complex topics simply
• Train on concepts for a Retirement Plan Administrator I
• Perform other duties as required

• Obtain necessary information from clients to prepare annual reporting
• Review client-submitted documents for completeness and accuracy
• Reconcile plans with only rollovers and plan stock using Excel and administration software
• Use administration software to complete 401(k) testing and reporting
• Make outgoing reminder calls and send emails during the plan-year reporting process
• Prepare required 401(k) government filings, including IRS Form 5500, using filing software
• Educate clients about 401(k) plan administration and plan documents
• Share knowledge and explain complex topics simply
• Train on concepts for a Retirement Plan Administrator I
• Perform other duties as required

• Work with clients to obtain necessary information to prepare annual reporting
• Review client-submitted documents for completeness and accuracy
• Reconcile plans with only rollovers and plan stock using Excel and administration software
• Use 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 IRS Form 5500, using filing software
• Educate clients about administration of their 401(k) plans and plan documents
• Share knowledge and explain complex topics simply
• Train on concepts for a Retirement Plan Administrator I
• Perform other duties as required

• Work with clients to obtain information needed for annual reporting
• Review client-submitted documents for completeness and accuracy
• Reconcile plans involving only rollovers and plan stock using Excel and administration software
• Use administration software to complete 401(k) testing and reporting
• Make reminder calls and send emails during the plan-year reporting process
• Prepare required 401(k) government filings, including IRS Form 5500, using filing software
• Educate clients about 401(k) plan administration and plan documents
• Share knowledge and explain complex topics simply
• Train on concepts for a Retirement Plan Administrator I
• Perform other duties as required

• Work with clients to obtain necessary information to prepare annual reporting
• Review client-submitted documents for completeness and accuracy
• Reconcile plans with only rollovers and plan stock using Excel and administration software
• Use administration software to complete 401(k) testing and reporting
• Make outgoing reminder calls and send emails during the plan-year reporting process
• Prepare required 401(k) government filings, including IRS Form 5500, using filing software
• Educate clients about 401(k) plan administration and plan documents
• Share knowledge and explain complex topics simply
• Train on concepts for a Retirement Plan Administrator I
• Perform other duties as required

• Work with clients to obtain necessary information for annual reporting
• Review client-submitted documents for completeness and accuracy
• Reconcile plans with only rollovers and plan stock using Excel and administration software
• Use 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) government filings, including IRS Form 5500, using filing software
• Educate clients about 401(k) plan administration and plan documents
• Share knowledge and explain complex topics simply
• Train on concepts for a Retirement Plan Administrator I
• Perform other duties as required

• Work with clients to obtain necessary information for annual reporting
• Review client-submitted documents for completeness and accuracy
• Reconcile plans involving only rollovers and plan stock using Excel and administration software
• Use administration software to complete 401(k) testing and reporting
• Make reminder calls and send emails to clients during the plan-year reporting process
• Prepare required 401(k) government filings, including IRS Form 5500, using filing software
• Educate clients about 401(k) plan administration and plan documents
• Share knowledge and explain complex topics simply
• Train on concepts for a Retirement Plan Administrator I
• Perform other required duties

• Learn the full process of administering, testing, and reporting on 401(k) plans through accelerated learning, training, and practical experience
• Review client-submitted documents for completeness and accuracy
• Work with clients to obtain information needed for annual reporting
• Proactively keep clients updated on reporting progress
• Reconcile plans with only rollovers and plan stock using Excel and administration software
• Use administration software to complete 401(k) testing and reporting
• Make outgoing reminder calls and send emails during the plan-year reporting process
• Prepare required 401(k) government filings, including IRS Form 5500, using filing software
• Educate clients about 401(k) plan administration and plan documents
• Share knowledge and explain complex topics simply
• Receive training on concepts for a Retirement Plan Administrator I
• Perform other duties as required

• Work with clients to obtain necessary information for annual reporting
• Review client-submitted documents for completeness and accuracy
• Reconcile plans with only rollovers and plan stock using Excel and administration software
• Use administration software to complete 401(k) testing and reporting
• Make reminder calls and send emails to clients during the plan-year reporting process
• Prepare required 401(k) government filings, including IRS Form 5500, using filing software
• Educate clients about 401(k) plan administration and plan documents
• Share knowledge and explain complex topics simply
• Train on concepts for a Retirement Plan Administrator I
• Perform other duties as required

• Work with clients to obtain necessary information for annual reporting
• Review client-submitted documents for completeness and accuracy
• Reconcile plans involving only rollovers and plan stock using Excel and administration software
• Use 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) government filings, including IRS Form 5500, using filing software
• Educate clients about 401(k) plan administration and plan documents
• Share knowledge and explain complex topics simply
• Train on concepts for a Retirement Plan Administrator I
• Perform other duties as required