Remote 401(k) Operations Specialist

Guidant Financial; Baton Rouge (LA); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Health coverage

Parental leave

401k match

Paid time off

Paid holidays

Home office equipment

Job summary

Guidant Financial is hiring a Retirement Plan Operations Specialist to administer and test 401(k) plans in a fully remote role. You will learn the full process from document review to year-end reporting with accelerated training and practical experience.

You will gather information for annual reporting, review client documents, perform reconciliations, and prepare IRS Form 5500 filings while benefiting from supportive leadership and comprehensive wellness perks.

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• 1 to 5 years of adjacent back-office financial operations experience (benefits administration, money movement and wires, tax prep processing, loan or mortgage document processing, 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.
• 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.
• A designated workspace (such as a home office) where you can concentrate and be productive is preferred.
• Reliable high-speed internet to ensure seamless communication and collaboration is preferred.
• We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success.

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.
• Share knowledge and explain complex topics simply.
• Training on concepts for a Retirement Plan Administrator I.
• Performs other duties as required.

Skills

Document review

Transaction processing

Reconciliation

Education

Associate or Bachelor in business/finance

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial is hiring a Retirement Plan Operations Specialist to administer and test 401(k) plans in a fully remote role. You will learn the full process from document review to year-end reporting with accelerated training and practical experience.

You will gather information for annual reporting, review client documents, perform reconciliations, and prepare IRS Form 5500 filings while benefiting from supportive leadership and comprehensive wellness perks.