Remote 401(k) Plan Operations Specialist

Guidant Financial; Atlanta (GA); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Health coverage

Paid parental leave

401k match

PTO + holidays

Remote work

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist to support the administration, testing and reporting of 401(k) plans from a home office. Through accelerated training, you will grow from document review to handling basic plan tasks, while communicating progress to clients.

You will reconcile plans, prepare government filings like IRS Form 5500, and educate clients on plan documents. The role emphasizes adaptability, strong Excel skills, and teamwork in a fully remote

Qualifications

• Experience with document review and transaction processing.
• Proficiency with Excel, Word, and Outlook for daily tasks.
• Knowledge of retirement-plan operations (401(k) or IRA) is preferred.

Responsibilities

• Review client-submitted documents for completeness and accuracy.
• Assist with annual 401(k) reporting and IRS Form 5500 preparations.
• Use administration software to run testing and generate reports.

Skills

Microsoft Excel

Microsoft Word

Microsoft Outlook

Education

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

Tools

Administration Software

Job description

Guidant Financial is seeking a Retirement Plan Operations Specialist to support the administration, testing and reporting of 401(k) plans from a home office. Through accelerated training, you will grow from document review to handling basic plan tasks, while communicating progress to clients.

You will reconcile plans, prepare government filings like IRS Form 5500, and educate clients on plan documents. The role emphasizes adaptability, strong Excel skills, and teamwork in a fully remote