Remote 401(k) Operations Specialist

Remote Jobs; Fort Worth (TX); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership Matters

Employee Growth

Wellness Benefits

Flexible Work

Culture of Inclusion

Job summary

Guidant Financial, a fully remote company, seeks a Retirement Plan Operations Specialist to learn and administer 401(k) plans. You will review client documents, run year-end reporting, and support government filings, including Form 5500. This role offers accelerated training and potential growth as you handle increasingly complex tasks.

You will work with clients nationwide, using Excel and specialized software to ensure accuracy, compliance, and timely updates throughout the plan year.

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• Proficiency with Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience (401(k) or IRA administration, recordkeeping, year-end reporting) preferred.

Responsibilities

• Work with clients to obtain information to prepare the annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Reconcile plans with rollovers and stock using Excel and admin software.
• Use admin software to complete 401(k) testing and reporting.
• Make outgoing reminder calls and send emails to clients during plan year reporting.
• Prepare required 401(k) filings, including IRS Form 5500, using filing software.
• Educate clients on 401(k) plan administration and documents.

Skills

Document review

Transaction processing

Excel

Word

Outlook

401(k) administration

Education

Business/Finance degree

Tools

Filing software

Administration software

Job description

Guidant Financial, a fully remote company, seeks a Retirement Plan Operations Specialist to learn and administer 401(k) plans. You will review client documents, run year-end reporting, and support government filings, including Form 5500. This role offers accelerated training and potential growth as you handle increasingly complex tasks.

You will work with clients nationwide, using Excel and specialized software to ensure accuracy, compliance, and timely updates throughout the plan year.