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Sr. 401k Plan Administrator

Guidant Financial

in Bellevue WA / Telecommute

Guidant Financial

We empower entrepreneurs by improving how people fund and grow their small businesses. Our team is growing along with our impact - we’ve helped over 16,000 entrepreneurs and created over 85,000 jobs. Our purpose goes beyond supporting entrepreneurs; we want our employees be just as empowered to forge their own career path.

Do you thrive on teaching people about their 401(k) plan? Love a fast-paced environment where you’re able to mentor co-workers and help entrepreneurs succeed?  We’re currently searching for a Sr. Retirement Plan Administrator to work in our Client Services 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.

What You Bring

  • A minimum of 3 years’ experience in administration for defined contribution plans, including testing and preparation of annual 5500 returns.
  • 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 software.
  • 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.

Bonus Skills

  • Prefer Bachelor’s degree in Business, Finance or Mathematics.
  • Prefer relevant ASPPA or NIPA certifications.

How to Apply

To apply, please e-mail your resume and compensation requirements to careers@guidantfinancial.com.  We look forward to hearing from you!  


This ad has been viewed 1200 times. It expires on 8/17/2018.

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