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Retirement Plan Administrator
in Bellevue WA / Telecommute
At Guidant Financial, we empower entrepreneurs by disrupting how they fund and grow their small businesses. Our team is growing rapidly and so is our impact - we’ve helped over 14,000 entrepreneurs and created over 80,000 jobs. Our purpose
goes beyond supporting entrepreneurs; we want our employees to feel equally empowered to forge their own career path. By joining our team, you’ll play a key role in helping us move from a service to a technology company and will have an
opportunity to shape our company’s future. If you have a passion for entrepreneurship, a hunger to learn and love working alongside others who feel the same, let’s talk!
Passion: You champion our
mission and think like an entrepreneur.
Adaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along.
Community: Connection is important. You lift others up because when they grow you
Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.
About the role
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 Plan Administration 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
What we offer
Start-up culture with long-term stability
Privately held and bootstrapped by founders
Smaller teams, bigger impact
company with year over year growth
Opportunity to learn business strategy
Opportunity to grow with us
Career Development Planning
Employee Run Book Club
Emerging Leader Program
Entrepreneur Guest Speakers
Job shadowing and cross-functional projects
Close-knit Community: Bring your whole self to work
Lunch with Founders
Culture and Wellness Committees
Quarterly breakfast served by leadership
Community involvement and service events
Annual Office Olympics
Weekly all-company stand-up meetings
Competitive benefits and perks
Starbucks Coffee Machine
Fully paid ORCA card
Paid parental leave
10 year anniversary trip
Plenty of PTO, starting with 3 weeks your first year
Ping Pong and game room
Generous 401k match
Diverse healthcare plans, with options for 100% employer paid