Remote 401(k) Plan Operations Specialist

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

Benefits offered by this job

Ownership Matters (ESOP)

Health coverage with premium option

Generous 401k match

Paid time off and holidays

Remote work from home

Job summary

Guidant Financial in the United States is seeking a Retirement Plan Operations Specialist to learn and administer 401(k) plans from home. You will review documents, run testing, and prepare year-end reporting, including IRS Form 5500, while staying aligned with client progress and deadlines.

Join a growing company on a path toward ESOP ownership, with comprehensive benefits, flexible work arrangements, and ongoing training.

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• 1 to 5 years of adjacent back-office financial operations experience in benefits administration, money movement and wires, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance or quality-control support.
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting, is preferred.
• Experience with reconciliation as a daily job responsibility is preferred.
• Associate's or bachelor's degree in a related field such as 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 401(k) plan documents.
• Share knowledge and explain complex topics simply.
• Training on concepts for a Retirement Plan Administrator I
• Performs other duties as required

Skills

Document review

Transaction processing

Excel

Word

Outlook

Retirement plan operations

Education

Associate or Bachelor’s degree in business or finance

Tools

Filing software

Administration software

Job description

Guidant Financial in the United States is seeking a Retirement Plan Operations Specialist to learn and administer 401(k) plans from home. You will review documents, run testing, and prepare year-end reporting, including IRS Form 5500, while staying aligned with client progress and deadlines.

Join a growing company on a path toward ESOP ownership, with comprehensive benefits, flexible work arrangements, and ongoing training.