Remote 401(k) Plan Operations Specialist

Guidant Financial; Roanoke (VA); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

ESOP potential

Health coverage

Paid time off

Remote work flexibility

Career development

Job summary

Guidant Financial is hiring for a Retirement Plan Operations Specialist in a fully remote role across select US states. You will learn to administer, test, and report on 401(k) plans, progressing from document review to basic plan administration with timely client updates.

The role emphasizes completing government filings like the 5500, with training and accelerated learning. Strong Excel skills and prior retirement-plan experience are preferred.

Qualifications

• Experience with document review and transaction processing.
• Proficiency in Microsoft Excel, Word, Outlook.
• Experience with 401(k) or IRA administration, reporting or 5500 is preferred.

Responsibilities

• Work with clients to obtain information for annual reporting.
• Review client documents for completeness and accuracy.
• Reconcile plans and prepare 401(k) testing and reporting.
• Prepare 401(k) filings including IRS Form 5500.

Skills

Excel

Document review

Financial ops

Education

Business/Finance degree

Job description

Guidant Financial is hiring for a Retirement Plan Operations Specialist in a fully remote role across select US states. You will learn to administer, test, and report on 401(k) plans, progressing from document review to basic plan administration with timely client updates.

The role emphasizes completing government filings like the 5500, with training and accelerated learning. Strong Excel skills and prior retirement-plan experience are preferred.