Remote 401(k) Operations Specialist

Remote Jobs; Columbia Township (MO); Remote; USD 28,000 - 37,000; Full time

Benefits offered by this job

Ownership Matters

Our People are Vital to Our Success

Growing Together

Wellness & Benefits

Flexible Work from Home

Company Culture

Equity & Inclusion

Job summary

Guidant Financial is hiring a Retirement Plan Operations Specialist for a fully remote role. You will learn the full process to administer, test, and report on 401(k) plans, with accelerated training and hands-on experience. Grow from document reviews to client-facing reporting and filings.

You will handle year-end filings, including Form 5500, and keep clients updated on progress while advancing toward more complex plan administration tasks.

Qualifications

• Experience with document review and transaction processing in a back-office finance role.
• 1–5 years in benefits administration, money movement, insurance claims, tax prep, loans, or compliance.
• Proficiency with Microsoft Excel, Word and Outlook.
• Direct retirement-plan operations experience including 401(k) or IRA administration is preferred.
• Experience with reconciliation is preferred.

Responsibilities

• Work with clients to obtain information for annual reporting.
• Review client-submitted documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Perform 401(k) testing and reporting with filing software.
• Prepare IRS Form 5500 and other government filings.
• Educate clients on retirement plan administration.
• Communicate progress and updates to clients.

Skills

Document review

Transaction processing

Client communication

Financial operations

Education

Associate's or bachelor's in business or finance

Tools

Excel

Word

Outlook

Job description

Guidant Financial is hiring a Retirement Plan Operations Specialist for a fully remote role. You will learn the full process to administer, test, and report on 401(k) plans, with accelerated training and hands-on experience. Grow from document reviews to client-facing reporting and filings.

You will handle year-end filings, including Form 5500, and keep clients updated on progress while advancing toward more complex plan administration tasks.