Remote 401(k) Operations Specialist

Guidant Financial

Nebraska

Remote

USD 42,000 - 56,000

Full time

25 hours ago
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Benefits offered by this job

ESOP journey
Health coverage
Paid time off & holidays
Remote work

Job summary

Guidant Financial is hiring a Retirement Plan Operations Specialist to support the administration and reporting of 401(k) plans. You will review client documents, perform reconciliations, and assist with year-end government filings. This remote role focuses on providing accurate plan administration and proactive client communication.

You will gain hands-on experience through training and practical application while contributing to our growing retirement plan services team.

Qualifications

  • Experience with document review and transaction processing
  • Background in retirement-plan operations or 401(k) administration preferred
  • Associate's or bachelor's degree in business or finance preferred

Responsibilities

  • Work with clients to obtain information for annual reporting
  • Review client documents for completeness and accuracy
  • Perform reconciliations and 401(k) testing using software
  • Prepare IRS Form 5500 and related filings
  • Educate clients on plan administration and year-end reporting

Skills

Document Review
Transaction Processing
Reconciliation
Client Communication
Attention to Detail

Education

Business or Finance degree

Tools

Microsoft Excel
Microsoft Word
Outlook

Job description

Guidant Financial is hiring a Retirement Plan Operations Specialist to support the administration and reporting of 401(k) plans. You will review client documents, perform reconciliations, and assist with year-end government filings. This remote role focuses on providing accurate plan administration and proactive client communication.

You will gain hands-on experience through training and practical application while contributing to our growing retirement plan services team.

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