Remote 401(k) Operations Specialist

Guidant Financial; Dallas (TX); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

ESOP plan

Health coverage

Paid time off

401k match

Remote work flexibility

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist to learn and administer 401(k) plans from home. You will review client documents, assist with year-end reporting, and use filing software to prepare IRS Form 5500.

This remote role supports clients nationwide while Guidant moves toward ESOP ownership. You will gain accelerated training, work with Excel and administration software, and communicate with clients to keep them updated throughout the plan year.

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• 1 to 5 years of adjacent back-office financial operations experience in 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 business, finance, or related field, 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
• Share knowledge and explain complex topics simply
• Training on concepts for a Retirement Plan Administrator I
• Performs other duties as required

Skills

Document review

Reconciliation

Customer communication

Attention to detail

Excel

Education

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

Tools

Excel

Word

Outlook

Job description

Guidant Financial is seeking a Retirement Plan Operations Specialist to learn and administer 401(k) plans from home. You will review client documents, assist with year-end reporting, and use filing software to prepare IRS Form 5500.

This remote role supports clients nationwide while Guidant moves toward ESOP ownership. You will gain accelerated training, work with Excel and administration software, and communicate with clients to keep them updated throughout the plan year.