Remote 401(k) Plan Operations Specialist

Guidant Financial; New Orleans (LA); Remote; USD 48,000 - 52,000; Full time

Benefits offered by this job

Health coverage with free Premium

Paid parental leave

401(k) matching

3 weeks PTO + 11 holidays

Flexible work from home with equipment

ESOP company culture

Job summary

Guidant Financial seeks a Retirement Plan Operations Specialist to support the full cycle of 401(k) plan administration from document review to annual reporting. You will learn through accelerated training and hands-on practice, advancing toward more complex plan work while helping clients stay compliant.

This fully remote role supports clients nationwide and offers growth opportunities within a collaborative ESOP-minded culture.

Qualifications

• Experience with document review and transaction processing.
• 1–5 years of adjacent back-office financial operations.
• Proficiency in Excel, Word and Outlook.
• Direct retirement-plan operations experience preferred.
• Reconciliation experience preferred.
• Associate’s or bachelor’s degree in business or finance, or equivalent.
• Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations preferred.

Responsibilities

• Work with clients to obtain information to prepare annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans and perform 401(k) testing and reporting.
• Prepare IRS Form 5500 and other government filings.
• Educate clients on retirement-plan administration and documents.
• Communicate progress and educate on year-end reporting requirements.

Skills

Document review

Transaction processing

Reconciliation

Financial operations

Communication

Problem solving

Education

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

Tools

Excel

Word

Outlook

Job description

Guidant Financial seeks a Retirement Plan Operations Specialist to support the full cycle of 401(k) plan administration from document review to annual reporting. You will learn through accelerated training and hands-on practice, advancing toward more complex plan work while helping clients stay compliant.

This fully remote role supports clients nationwide and offers growth opportunities within a collaborative ESOP-minded culture.