Remote 401(k) Operations Specialist

Remote Jobs; Wichita (KS); Remote; USD 32,000 - 34,000; Full time

Benefits offered by this job

Ownership matters

Generous 401k match

Paid time off and holidays

Remote work from home equipment

Job summary

Guidant Financial is offering a fully remote Retirement Plan Operations Specialist position open to select US states. You’ll learn the full process of administering, testing, and reporting on 401(k) plans, advancing from document review to routine plan administration through hands-on training.

You’ll review employer documents, perform annual reporting tasks, and help clients understand year-end forms like the IRS 5500. Strong Excel skills and 401(k) knowledge are valued.

Qualifications

• Experience with document review and transaction processing in back-office finance.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience including 401(k) or IRA administration and year-end reporting is preferred.
• Experience with reconciliation as a daily responsibility is preferred.
• Associate's or Bachelor's degree in business or finance, or equivalent work experience, is preferred.
• Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations 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 documents.
• Share knowledge and explain complex topics simply.

Skills

Document review

Transaction processing

Microsoft Excel

Word

Outlook

Reconciliation

401(k) / IRA administration

Education

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

Job description

Guidant Financial is offering a fully remote Retirement Plan Operations Specialist position open to select US states. You’ll learn the full process of administering, testing, and reporting on 401(k) plans, advancing from document review to routine plan administration through hands-on training.

You’ll review employer documents, perform annual reporting tasks, and help clients understand year-end forms like the IRS 5500. Strong Excel skills and 401(k) knowledge are valued.