Remote 401(k) Plan Operations Specialist

Remote Jobs; Saint Paul (MN); Remote; USD 44,000 - 54,000; Full time

Benefits offered by this job

ESOP initiative

Health coverage

401k match

Paid time off

Paid holidays

Remote work

Home office setup

Job summary

Guidant Financial is hiring a Retirement Plan Operations Specialist to learn and perform the full process of administering 401(k) plans. You’ll review client documents, assist with year-end reporting, and use specialized software to test and file 5500 forms.

You’ll work from home with accelerated training, progressing from document review to basic plan administration while supporting clients to understand reporting requirements and timelines.

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, and 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.

Skills

Document review

Transaction processing

Reconciliation

Communication

Education

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

Tools

Excel

Word

Outlook

Job description

Guidant Financial is hiring a Retirement Plan Operations Specialist to learn and perform the full process of administering 401(k) plans. You’ll review client documents, assist with year-end reporting, and use specialized software to test and file 5500 forms.

You’ll work from home with accelerated training, progressing from document review to basic plan administration while supporting clients to understand reporting requirements and timelines.