Remote 401(k) Plan Operations Specialist

Remote Jobs; Detroit (MI); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

ESOP company culture

Wellness benefits

Career development

Paid time off and holidays

Flexible remote work

Job summary

Guidant Financial is hiring a fully remote Retirement Plan Operations Specialist. You will learn the full process of administering, testing, and reporting on 401(k) plans, progressing from document review to basic plan administration.

Through accelerated training and practical experience, you’ll review client documents, keep them updated, and assist with year-end reporting and 5500 filings. ESOP culture and strong growth support are emphasized.

Qualifications

• Experience with document review and transaction processing.
• 1 to 5 years of adjacent back-office financial operations experience in one or more areas listed (benefits administration, money movement, insurance claims, tax prep processing, loan/mortgage document processing, compliance or quality-control).
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience (401(k) or IRA) 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 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.

Skills

Document review

Transaction processing

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial is hiring a fully remote Retirement Plan Operations Specialist. You will learn the full process of administering, testing, and reporting on 401(k) plans, progressing from document review to basic plan administration.

Through accelerated training and practical experience, you’ll review client documents, keep them updated, and assist with year-end reporting and 5500 filings. ESOP culture and strong growth support are emphasized.