Remote 401(k) Operations Specialist

Remote Jobs; Lansing (MI); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership Matters (ESOP)

Career development

Flexible, remote-friendly

Paid time off + holidays

Home office equipment provided

Job summary

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, enabling you to administer and test 401(k) plans from home. You will review client documents, reconcile plans, and prepare year-end filings like the 5500, while engaging clients throughout the reporting cycle.

With accelerated training and growth into more advanced plan administration, you’ll contribute to a culture that emphasizes ownership and ongoing learning within a thriving ESOP-driven company.

Qualifications

• Experience with document review and transaction processing.
• 1 to 5 years of adjacent back-office financial operations experience.
• Proficiency in Microsoft Office (Excel, Word, Outlook).
• Direct retirement-plan operations experience (401(k)/IRA) preferred.
• Experience with reconciliation as part of daily duties 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 using Excel and administration software.
• Utilize administration software to complete 401(k) testing and reporting.
• Make outgoing reminder calls and emails to clients during the plan year reporting process.
• Prepare required 401(k) filings including IRS Form 5500.
• Educate clients on the administration of their 401(k) plan.

Skills

Document review

Analytical thinking

Communication

Education

Business/Finance degree

Tools

Excel

Word

Outlook

Administration software

Job description

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, enabling you to administer and test 401(k) plans from home. You will review client documents, reconcile plans, and prepare year-end filings like the 5500, while engaging clients throughout the reporting cycle.

With accelerated training and growth into more advanced plan administration, you’ll contribute to a culture that emphasizes ownership and ongoing learning within a thriving ESOP-driven company.