Remote 401(k) Plan Operations Specialist

Remote Jobs; Orlando (FL); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership Matters: ESOP journey

Healthcare benefits

Paid time off and holidays

401(k) match

Work-from-home equipment provided

Career development opportunities

Job summary

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, focused on learning to administer and report on 401(k) plans. You will review client documents, simulate year-end reporting, and communicate progress to clients as you progress from document review to plan administration.

You’ll perform 401(k) testing, IRS Form 5500 filings, and educate clients on plan administration, while progressing through accelerated training and practical experience in a remote work

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• 1 to 5 years of adjacent back-office financial operations experience in benefits administration, money movement, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance or quality-control support.

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

Microsoft Excel

Customer service

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, focused on learning to administer and report on 401(k) plans. You will review client documents, simulate year-end reporting, and communicate progress to clients as you progress from document review to plan administration.

You’ll perform 401(k) testing, IRS Form 5500 filings, and educate clients on plan administration, while progressing through accelerated training and practical experience in a remote work