Guidant Financial partners with new entrepreneurs everyday by helping them find the capital they need to start or buy a business. By leveraging technology and services, we’ve helped over 14,000 clients – from all 50 states – to secure
4 billion dollars in funding. The vision to increase the number of people who succeed in small business goes beyond our clients; we want our employees to feel just as empowered as the entrepreneurs we serve!
Do you thrive on teaching people about
their 401(k) plan and crunching numbers? Love a fast-paced environment where you’re able to mentor co-workers and help clients succeed? We may have the perfect job for you! We’re currently searching for a full-time Retirement Plan Administrator
to work in our Operations department. The ideal candidate will have immaculate attention to detail and experience performing annual 401(k) plan testing.
What You’ll Work On
Work with clients to obtain
necessary information to prepare the annual reporting and testing.
Perform different types of testing, including but not limited to: discrimination, coverage and top heavy testing.
Calculate allocations, distributions and matching
contributions for 401(k) plans.
Accurately reconcile plan assets.
Prepare participant loan origination documents.
Prepare required government filings, including the annual 5500 return.
Educate clients in regards to the
administration of their 401(k) Plans.
The position requires a minimum of 3 years’ experience in administration for defined contribution plans, including testing and preparation of annual 5500
Proficiency in using Microsoft Excel, Word, and Outlook.
Demonstrates a good understanding of rules and regulations associated with 401(k) plans.
Applicant must have experience working with pension administration
Excellent communication, organizational, and computer skills.
Applicant must be able to work independently, multi-task and establish own priorities based on workload and client need.
Ability to work as part of a team to
meet company objectives.
Demonstrates adequate math and analytical skills.
Prefer Bachelor’s degree in Business, Finance or Mathematics.
Prefer relevant ASPPA or NIPA
Guidant Financial encourages career development by covering the cost of NIPA and ASPPA credential exams. We provide an annual continuing education budget for each
member to cover the cost of conferences, webcasts, membership dues, etc.
Guidant offers an awesome work environment with an expansive break room where our leaders cook breakfast for the company quarterly and an espresso
Great benefits include a competitive salary, medical, dental, vision, paid ORCA passes, gym subsidy, paid holidays, paid vacation, and a generous matching 401(k) program.