Remote 401(k) Operations Specialist

Guidant Financial; Bellevue (NE); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership pathway toward ESOP culture

Health coverage with premium option

Generous 401k match and PTO

Flexible remote work setup

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote role across select US states. You will learn to administer, test, and report on 401(k) plans, progressing from document review to practical plan administration with accelerated training.

Responsibilities include reviewing client documents, ensuring accuracy, and preparing year-end filings like Form 5500. Strong Excel skills and back-office experience are valued.

Qualifications

• Experience with document review and transaction processing in back-office finance environments.
• Proficiency with reconciliation as a daily responsibility.
• Direct retirement-plan operations experience (401(k)/IRA) preferred.
• Associate's or bachelor's degree in business/finance or equivalent work experience preferred.
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations preferred.

Responsibilities

• Work with clients to obtain information for annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Complete 401(k) testing and reporting with administration software.
• Prepare government filings including IRS Form 5500.
• Educate clients on 401(k) plan administration and documents.

Skills

Document review

Transaction processing

Reconciliation

Client communication

Attention to detail

Education

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

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote role across select US states. You will learn to administer, test, and report on 401(k) plans, progressing from document review to practical plan administration with accelerated training.

Responsibilities include reviewing client documents, ensuring accuracy, and preparing year-end filings like Form 5500. Strong Excel skills and back-office experience are valued.