Remote 401(k) Operations Specialist

Guidant-Financial; Enid (OK); Remote; USD 44,000 - 54,000; Full time

Benefits offered by this job

Health coverage

401k match

Paid time off

Paid holidays

Home office setup

Job summary

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

The role emphasizes accelerated learning, on-the-job training, and progression from document review to administering basic plans, with a focus on helping entrepreneurs navigate retirement plan reporting while working from home.

Qualifications

• 1 to 5 years of adjacent back-office financial operations experience (benefits administration, money movement, tax prep processing, etc.)
• Proficiency in Microsoft Excel, Word, and Outlook
• Associate’s or bachelor’s degree in a related field such as business or finance, or equivalent work experience

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

Excel

Word

Outlook

Document review

Transaction processing

Education

Associate or Bachelor's degree in business/finance

Tools

Administration software

Filing software

Job description

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

The role emphasizes accelerated learning, on-the-job training, and progression from document review to administering basic plans, with a focus on helping entrepreneurs navigate retirement plan reporting while working from home.