Remote 401(k) Plan Operations Specialist

Guidant Financial; Nebraska; Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

ESOP company culture

401k match

Paid time off

Professional development

Job summary

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, enabling you to work from home while supporting entrepreneurship nationwide. The position emphasizes learning the full process of administering, testing, and reporting on 401(k) plans, with accelerated training and practical experience to advance from document review to basic plan administration.

You will review client documents, keep clients informed of progress, and assist with year-end reporting and government

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• 1 to 5 years of adjacent back-office financial operations experience.
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience including 401(k) or IRA administration preferred.
• Experience with reconciliation as a daily job responsibility preferred.
• Associate's or bachelor's degree in business or finance or equivalent work experience 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 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 plan documents.

Skills

Document review

Transaction processing

Microsoft Excel

Microsoft Word

Microsoft Outlook

Education

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

Tools

Excel

Word

Outlook

Job description

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, enabling you to work from home while supporting entrepreneurship nationwide. The position emphasizes learning the full process of administering, testing, and reporting on 401(k) plans, with accelerated training and practical experience to advance from document review to basic plan administration.

You will review client documents, keep clients informed of progress, and assist with year-end reporting and government