Remote 401(k) Plan Operations Specialist

Guidant Financial; Raleigh (NC); Remote; USD 44,000 - 54,000; Full time

Benefits offered by this job

ESOP company

Growth opportunities

Health coverage & 401k match

3 weeks PTO + 11 holidays

Flexible work from home

Amazing culture

Job summary

Guidant Financial is hiring a Retirement Plan Operations Specialist for a fully remote role in the United States. You will learn the full process of administering and reporting on 401(k) plans, starting with document review and advancing to basic plan administration.

You will review client documents, lead year-end reporting, including Form 5500, and maintain proactive client communication. The role requires Excel proficiency, back-office experience, and a collaborative mindset within Guidant's

Qualifications

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

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
• Share knowledge and explain complex topics simply
• Training on concepts for a Retirement Plan Administrator I
• Performs other duties as required

Skills

Document review

Transaction processing

Reconciliation

Communication

Education

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

Tools

Excel

Word

Outlook

Job description

Guidant Financial is hiring a Retirement Plan Operations Specialist for a fully remote role in the United States. You will learn the full process of administering and reporting on 401(k) plans, starting with document review and advancing to basic plan administration.

You will review client documents, lead year-end reporting, including Form 5500, and maintain proactive client communication. The role requires Excel proficiency, back-office experience, and a collaborative mindset within Guidant's