Remote 401(k) Operations Specialist

Guidant Financial

Wichita (KS)

Remote

USD 27,000 - 38,000

Full time

32 hours ago
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Benefits offered by this job

Ownership Matters
Growth opportunities
401k match

Job summary

Guidant Financial is hiring a Retirement Plan Operations Specialist to learn and execute the full process of administering, testing, and reporting on 401(k) plans. You will review client documents, ensure accuracy, and support year-end filings including Form 5500, while advancing through structured training and practical experience in a fully remote environment.

You will support clients nationwide, with emphasis on accurate reconciliation, testing, and documentation using our administration

Qualifications

  • Experience with document review and transaction processing
  • 1 to 5 years of adjacent back-office financial operations experience
  • Proficiency in Microsoft Excel, Word, and Outlook
  • Direct retirement-plan operations experience preferred (401(k)/IRA administration, 5500 or year-end reporting)
  • Experience with reconciliation as a daily job responsibility preferred
  • Associate's or bachelor's degree in business/finance or equivalent work experience preferred
  • Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations preferred

Responsibilities

  • Work with clients to obtain information for annual reporting
  • Review documents for completeness and accuracy
  • Reconcile plans using Excel and administration software
  • Use administration software to complete 401(k) testing and reporting
  • Make reminder calls and send emails to clients during reporting
  • Prepare 401(k) filings including IRS Form 5500
  • Educate clients about 401(k) plan administration

Skills

Document Review
Transaction Processing
Excel
Word
Outlook
Retirement Plan Operations

Education

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

Tools

Excel
Word
Outlook
Administration software

Job description

Guidant Financial is hiring a Retirement Plan Operations Specialist to learn and execute the full process of administering, testing, and reporting on 401(k) plans. You will review client documents, ensure accuracy, and support year-end filings including Form 5500, while advancing through structured training and practical experience in a fully remote environment.

You will support clients nationwide, with emphasis on accurate reconciliation, testing, and documentation using our administration

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