Remote 401(k) Plan Operations Specialist

Guidant Financial; Kansas City (KS); Remote; USD 44,100 - 53,900; Full time

Benefits offered by this job

Comprehensive health coverage

Paid parental leave

Generous 401k match

3 weeks of Paid Time Off

Flexible work arrangements

Support for career development

Inclusive work environment

Job summary

A reputable financial services company is looking for a Retirement Plan Specialist. This fully remote role involves assisting clients with 401(k) plan administration, including preparing necessary documents and educating clients. Ideal candidates have strong communication skills, attention to detail, and some background in finance. The position offers competitive pay, ongoing training, and a supportive work culture that promotes equity and inclusion.

Qualifications

• Must be 18 years of age.
• Adequate math and analytical skills.
• Basic knowledge of 401(K) plan structure and IRS/DOL Regulations is preferred.

Responsibilities

• Work with clients to obtain necessary information for reporting.
• Review documents submitted for completeness and accuracy.
• Utilize administration software for 401(k) testing and reporting.
• Prepare required 401(k) plan government filings including IRS Form 5500.

Skills

Excellent verbal and written communication skills

Meticulous attention to detail

Skills in customer service

Organization skills

Proactive problem-solving

Proficiency in Microsoft Excel

Ability to work autonomously

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 looking for a Retirement Plan Specialist. This fully remote role involves assisting clients with 401(k) plan administration, including preparing necessary documents and educating clients. Ideal candidates have strong communication skills, attention to detail, and some background in finance. The position offers competitive pay, ongoing training, and a supportive work culture that promotes equity and inclusion.