Remote 401(k) Operations Specialist

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

Benefits offered by this job

Ownership Matters

Our People are Vital to Our Success

Growing Together

Wellness at its Best

Flexible Work Arrangements

An Amazing Culture

Empowering Equity and Inclusion

Job summary

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role. You will learn and administer 401(k) plans, review client documents, and perform year-end reporting including Form 5500.

The position emphasizes rapid learning, client communication, and accurate reporting from a home office. You will grow into plan administration with Excel-based reconciliations and government filings, while benefiting from robust training and a culture focused on ownership as Guidant moves

Qualifications

• Experience with document review and transaction processing in back-office finance.
• 1–5 years of adjacent back-office financial operations experience (benefits administration, money movement, taxes, loans, compliance).
• Proficiency in Excel, Word and Outlook.
• Direct retirement-plan operations experience (401(k)/IRA) preferred.
• Experience with reconciliation preferred.
• Degree in business/finance or equivalent work experience preferred.

Responsibilities

• Work with clients to obtain information to prepare annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Use software to complete 401(k) testing and reporting.
• Make reminder calls and emails during plan-year reporting.
• Prepare IRS Form 5500 and other government filings.
• Educate clients on administration of their 401(k) plan.

Skills

Document review

Financial operations

Communication

Education

Bachelor's or Associate degree in business or finance

Tools

Excel

Word

Outlook

Job description

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role. You will learn and administer 401(k) plans, review client documents, and perform year-end reporting including Form 5500.

The position emphasizes rapid learning, client communication, and accurate reporting from a home office. You will grow into plan administration with Excel-based reconciliations and government filings, while benefiting from robust training and a culture focused on ownership as Guidant moves