Work From Home Jobs (Remote) In Bristol @Earnmoneyonlinejob ( Retirement Plan Specialist )
Hiring Organization: Guidant Financial
Post Name: Retirement Plan Specialist
Qualification: Graduate
Industry: Private
Employment Type: Full Time
Work Hours: 8 Hours
Salary: $20-$30/Hour
Location: Bristol, VA
Full Jobs Description
This position is the first step in learning the entire process of managing, testing and reporting
01(k) plans. Through accelerated learning, in-depth training and hands-on experience, a retirement plan expert quickly progresses from document review to master plan administration.
You will review the documents submitted by our clients, keep clients informed of progress and help the client understand the year-end reporting documents required to comply with government requests, including the annual 5500 return.
what will you do
- Work with clients to obtain information needed to prepare the annual report
- Check the completeness and accuracy of documents provided by customers
- Refine plans with only recycling and plan warehouses with Excel and management software
- Use management software to do
- 401(k) testing and reporting
- Make outbound reminder calls and email clients during the plan year reporting process
Prepare required
- 401(k) plan documents, including IRS Form 5500, using filing software
- Educate clients on managing their
- 401(k) plans
- Additional features
- Share knowledge and explain complex topics simply
- Pension Plan Administrator Concepts I Training
- Performs other duties as required
Work From Home Jobs (Remote) In Bristol @Earnmoneyonlinejob ( Retirement Plan Specialist )
Norm
- Must be 18 years old
- A professional or bachelor's degree in a similar field (business, finance, etc.) or similar work experience is considered an advantage.
- Excellent verbal and written communication skills
- Meticulous attention to detail and a proactive approach to problem solving
- Customer service, organizational and collaborative skills
- Sufficient mathematical and analytical skills
- Proficiency in Microsoft Excel, Word and Outlook
- Basic knowledge of
- 01(K) plan structure, ROBS and IRS/DOL regulations preferred
- The opportunity to work in an independent environment where you can be a self-directed employee
- The ability to create an inclusive workplace where everyone feels included by giving all our employees the opportunity to speak, ask questions and be seen.
Other requirements
- Must pass background check
- To qualify you must meet the work-home requirements
- Complete continuing education based on valid certifications
- This position has minimum work-from-home requirements that must be met to perform essential functions in a telework (WFH) environment. These include 1) workspace (ie home office) and 2) internet speed connection. Profit
- Our people are the key to success: work with a team of smart, creative, fun and highly motivated people
- As you grow, so do we: continue to learn through ongoing training, career and supportive mentors. Over the past three years, Guidant has promoted over 20% of our organization into new and exciting roles!
Benefits:
- Top benefits and benefits including comprehensive health insurance (no premium), competitive salary, paid parental leave and a generous 401k match. You can take 3 weeks and 11 paid holidays.
- Flexible work arrangements: work while enjoying your home office. We work with entrepreneurs every day; We want you to have independence in your work structure with company-supplied equipment.
- Great Culture: Get part of Guidanti's award-winning culture and experience connecting with executives over coffee or jogging at home as part of company sporting events.
- Improve equality and inclusion: Be part of an inclusive work environment that empowers employees to speak up, be heard and supported.
Work From Home Jobs (Remote) In Bristol @Earnmoneyonlinejob ( Retirement Plan Specialist )
