Remote 401(k) Plan Operations Specialist

Remote Jobs; Greensboro (NC); Remote; USD 30,000 - 34,000; Full time

Benefits offered by this job

Ownership Matters

People are Vital to Our Success

Growing Together

Wellness Benefits

Flexible Work Arrangements

Strong Culture

Equity & Inclusion

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist to work fully remotely with clients nationwide. 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 will review client documents, keep clients updated, and help with year-end reporting including Form 5500. Strong Excel skills and knowledge of 401(k) concepts are desired.

Qualifications

• Experience with document review and transaction processing.
• 1–5 years of adjacent back-office financial operations experience in one or more areas such as benefits administration, money movement, or compliance.
• Proficiency in Microsoft Office: Excel, Word, and Outlook.
• Direct retirement-plan operations experience, including 401(k) or IRA administration, is preferred.
• Associate's or bachelor's degree in business or finance, or equivalent work experience, is preferred.
• Basic knowledge of 401(k) plan structure, 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 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 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

Outlook

Word

Remote work

Education

Business or Finance degree

Tools

Excel

Word

Outlook

Job description

Guidant Financial is seeking a Retirement Plan Operations Specialist to work fully remotely with clients nationwide. 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 will review client documents, keep clients updated, and help with year-end reporting including Form 5500. Strong Excel skills and knowledge of 401(k) concepts are desired.