Remote 401(k) Plan Operations Specialist

Guidant Financial; Hampton (VA); Remote; USD 44,000 - 54,000; Full time

Benefits offered by this job

Comprehensive health coverage

Paid Time Off

401k match

Ongoing training and career development

Job summary

A reputable financial services company is seeking a Retirement Plan Specialist to support clients in administering 401(k) plans. This fully remote position requires excellent communication skills and attention to detail. Responsibilities include reviewing client documents, preparing government filings, and educating clients. The ideal candidate has a degree in business or finance and proficiency in Microsoft Office. A commitment to client service and a proactive approach to problem-solving are essential. Competitive salary and strong benefits included.

Qualifications

• Must be 18 years of age.
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Basic knowledge of 401(K) plan structure and IRS/DOL Regulations is preferred.

Responsibilities

• Review documents submitted by clients for completeness and accuracy.
• Prepare required 401(k) plan government filings, including the IRS Form 5500.
• Educate clients regarding the administration of their 401(k) plan.

Skills

Excellent verbal and written communication skills

Meticulous attention to detail

Customer service skills

Organization skills

Math and analytical skills

Education

Associate's or bachelor's degree in a related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A reputable financial services company is seeking a Retirement Plan Specialist to support clients in administering 401(k) plans. This fully remote position requires excellent communication skills and attention to detail. Responsibilities include reviewing client documents, preparing government filings, and educating clients. The ideal candidate has a degree in business or finance and proficiency in Microsoft Office. A commitment to client service and a proactive approach to problem-solving are essential. Competitive salary and strong benefits included.