Remote 401(k) Operations Specialist

Guidant Financial; Atlanta (GA); Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health coverage

Paid parental leave

401k match

Paid time off

11 holidays

Home office equipment provided

Job summary

Guidant Financial is offering a fully remote Retirement Plan Operations Specialist position, with opportunities to learn the full process of administering 401(k) plans and reporting to government filings. You will review client documents, ensure completeness, and perform testing and annual filings using specialized software.

We value ownership and accountability as Guidant progresses toward becoming an ESOP company, providing growth through accelerated training, ongoing development, and

Qualifications

• 1–5 years of adjacent back-office financial operations experience.
• Proficiency in using Excel, Word, and Outlook.
• Direct retirement-plan operations experience (401(k)/IRA) is preferred.
• Associate’s or bachelor’s degree in a related field 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.
• Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents.
• Share knowledge and explain complex topics simply.
• Training on concepts for a Retirement Plan Administrator I.

Skills

Document review

Transaction processing

Microsoft Excel

Microsoft Word

Microsoft Outlook

Education

Associate’s or bachelor’s degree in business or finance

Tools

Excel

Word

Outlook

Job description

Guidant Financial is offering a fully remote Retirement Plan Operations Specialist position, with opportunities to learn the full process of administering 401(k) plans and reporting to government filings. You will review client documents, ensure completeness, and perform testing and annual filings using specialized software.

We value ownership and accountability as Guidant progresses toward becoming an ESOP company, providing growth through accelerated training, ongoing development, and