Remote 401(k) Operations & Reporting Specialist

Remote Jobs; Alpharetta (GA); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership matters – ESOP pathway

Wellness and health benefits

Career development and training

Generous paid time off & holidays

Flexible remote work setup

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist to learn the end-to-end process of administering, testing, and reporting on 401(k) plans. You will progress from document review to hands-on plan administration through guided training and practical experience.

You will review client documents, communicate progress, and prepare year-end filings, including IRS 5500 reports. A strong Excel background and familiarity with retirement plans is required.

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• 1 to 5 years of adjacent back-office financial operations experience in one or more of the following areas: benefits administration, money movement and wires, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance or quality-control support.
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting, is preferred.
• Experience with reconciliation as a daily job responsibility is preferred.
• Associate's or bachelor's degree in a related field such as business or finance, or equivalent work experience, is preferred.
• Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations is preferred.

Responsibilities

• Work with clients to obtain necessary information to prepare the annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Reconcile plans with only rollovers and plan stock using Excel and administration software.
• Utilize 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 the IRS Form 5500, using filing software.
• Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents.

Skills

Document review

Transaction processing

Education

Bachelor's/Associate degree in business or finance

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

Guidant Financial is seeking a Retirement Plan Operations Specialist to learn the end-to-end process of administering, testing, and reporting on 401(k) plans. You will progress from document review to hands-on plan administration through guided training and practical experience.

You will review client documents, communicate progress, and prepare year-end filings, including IRS 5500 reports. A strong Excel background and familiarity with retirement plans is required.