Remote 401(k) Plan Operations Specialist

Remote Jobs; Grand Island (NE); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership matters (ESOP)

Health coverage family option

Generous 401k match

Flexible remote work

Job summary

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, allowing you to learn the full process of administering, testing, and reporting on 401(k) plans. You will review client documents, keep them updated, and assist with year-end government filings including the 5500.

The position emphasizes accelerated learning, training, and practical experience, with a path toward more advanced retirement plan administration tasks. Strong Excel and communication skills are valued.

Qualifications

• Experience with document review and transaction processing in a back-office setting.
• Proficiency with Excel, Word, and Outlook for daily tasks.
• Associate's or bachelor's degree in business/finance or equivalent work experience preferred.

Responsibilities

• Work with clients to obtain information for the annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Use software to complete 401(k) testing and reporting.
• Prepare IRS Form 5500 filings and related documents.
• Educate clients on 401(k) plan administration and documents.
• Share knowledge and explain complex topics simply.
• Pursue training for Retirement Plan Administrator I and perform other duties as needed.

Skills

Document review

Transaction processing

Communication skills

Remote work readiness

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, allowing you to learn the full process of administering, testing, and reporting on 401(k) plans. You will review client documents, keep them updated, and assist with year-end government filings including the 5500.

The position emphasizes accelerated learning, training, and practical experience, with a path toward more advanced retirement plan administration tasks. Strong Excel and communication skills are valued.