Remote 401(k) Plan Operations Specialist

Guidant-Financial; Orlando (FL); On-site; USD 44,000 - 54,000; Full time

Benefits offered by this job

Health coverage (free premium option)

Paid parental leave

401k matching

3 weeks PTO

11 paid holidays

Flexible work from home

Job summary

Guidant Financial, a fully remote company, is seeking a Retirement Plan Operations Specialist to learn and administer 401(k) plans. You will review client documents, perform annual reporting, and prepare IRS Form 5500 using filing software.

You'll work with clients nationwide, using Excel and administration tools to test and report plan results, while educating customers about plan administration. A strong background in back-office financial operations is preferred.

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.

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

Excel

Word

Outlook

Reconciliation

Document review

Education

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

Tools

Administration software

Filing software

Job description

Guidant Financial, a fully remote company, is seeking a Retirement Plan Operations Specialist to learn and administer 401(k) plans. You will review client documents, perform annual reporting, and prepare IRS Form 5500 using filing software.

You'll work with clients nationwide, using Excel and administration tools to test and report plan results, while educating customers about plan administration. A strong background in back-office financial operations is preferred.