Remote 401(k) Operations Specialist

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

Benefits offered by this job

Health coverage

401(k) match

Paid time off

Training & career development

Flexible remote work setup

Job summary

Guidant Financial is offering a fully remote Retirement Plan Operations Specialist position. You will learn the full process of administering, testing, and reporting on 401(k) plans while supporting clients nationwide.

Through accelerated training and hands-on practice, you will progress from document review to completing year-end filings like the 5500. This role emphasizes accuracy, client communication, and continuous growth within a values-driven ESOP-focused company.

Qualifications

• Experience with document review and transaction processing.
• 1–5 years in adjacent back-office financial operations.
• Proficiency with Excel, Word and Outlook.
• Background in retirement-plan operations preferred.
• Associate or bachelor's degree 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.

Skills

Document review

Transaction processing

Back-office operations

Communication

Attention to detail

Education

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

Tools

Microsoft Excel

Microsoft Word

Outlook

Filing software

Job description

Guidant Financial is offering a fully remote Retirement Plan Operations Specialist position. You will learn the full process of administering, testing, and reporting on 401(k) plans while supporting clients nationwide.

Through accelerated training and hands-on practice, you will progress from document review to completing year-end filings like the 5500. This role emphasizes accuracy, client communication, and continuous growth within a values-driven ESOP-focused company.