Remote 401(k) Operations Specialist

Remote Jobs; Richmond (VA); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

ESOP company

Health coverage

3 weeks PTO + 11 holidays

Job summary

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role designed to train you through accelerated learning and hands-on experience in administering, testing, and reporting on 401(k) plans.

You'll review client documents, communicate progress, and assist with year-end filings such as the IRS Form 5500, while gaining exposure to plan testing and government reporting processes.

Qualifications

• Experience with document review and transaction processing as daily responsibilities.
• 1 to 5 years of adjacent back-office financial operations experience in benefits administration, money movement, or related fields.
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience (401(k) or IRA administration, reports, 5500) is preferred.
• Experience with reconciliation as a daily job responsibility is preferred.
• Associate's or bachelor's degree in business or finance, or equivalent work experience, is 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

Reconciliation

Excel

Word

Outlook

Education

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

Tools

Excel

Word

Outlook

Job description

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role designed to train you through accelerated learning and hands-on experience in administering, testing, and reporting on 401(k) plans.

You'll review client documents, communicate progress, and assist with year-end filings such as the IRS Form 5500, while gaining exposure to plan testing and government reporting processes.