Remote 401(k) Plan Operations Specialist

Guidant Financial; Meridian (ID); A distancia; USD 30.000 - 36.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

ESOP company culture

Health benefits

401k match

Paid time off

Remote work

Training & career development

Work-life balance

Descripción de la vacante

Guidant Financial is hiring a Retirement Plan Operations Specialist for a fully remote role across select US states. You will learn to administer, test, and report on 401(k) plans, review client documents, and prepare year-end filings including the Form 5500.

Strong Excel and Office skills are essential, with 1–5 years in back-office financial operations preferred. You will engage clients, ensure data accuracy, and use specialized software to support ongoing 401(k) testing, reporting, and

Formación

• 1 to 5 years of adjacent back-office financial operations experience in one or more areas: benefits administration, money movement and wires, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance or quality-control support.

Responsabilidades

• 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.

Conocimientos

Excel proficiency

Word proficiency

Outlook proficiency

Educación

Associate's or Bachelor's degree in business or finance

Herramientas

Microsoft Excel

Microsoft Word

Microsoft Outlook

Descripción del empleo

Guidant Financial is hiring a Retirement Plan Operations Specialist for a fully remote role across select US states. You will learn to administer, test, and report on 401(k) plans, review client documents, and prepare year-end filings including the Form 5500.

Strong Excel and Office skills are essential, with 1–5 years in back-office financial operations preferred. You will engage clients, ensure data accuracy, and use specialized software to support ongoing 401(k) testing, reporting, and