Remote 401(k) Plan Operations Specialist

Guidant Financial; Minnesota; Remote; USD 44,000 - 54,000; Full time

Benefits offered by this job

Health coverage with free premium

3 weeks PTO + 11 holidays

Paid parental leave

401k match

Remote work equipment

Job summary

Guidant Financial offers a fully remote opportunity focused on helping entrepreneurs nationwide launch their businesses. You will begin by learning the full process to administer, test, and report on 401(k) plans, progressing from document review to basic plan administration.

You will gain expertise in year-end reporting, client communication, and compliance tasks while benefiting from a supportive culture, ongoing training, and strong benefits.

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• 1 to 5 years of adjacent back-office financial operations experience in one or more of the listed areas.
• 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.

Skills

Document review

Transaction processing

Communication

Education

Associate’s or bachelor’s degree in business or finance

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial offers a fully remote opportunity focused on helping entrepreneurs nationwide launch their businesses. You will begin by learning the full process to administer, test, and report on 401(k) plans, progressing from document review to basic plan administration.

You will gain expertise in year-end reporting, client communication, and compliance tasks while benefiting from a supportive culture, ongoing training, and strong benefits.