Remote 401(k) Plan Operations Specialist

Guidant Financial; Saint Petersburg (FL); À distance; USD 27 000 - 38 000; Plein temps

Avantages offerts par ce poste

ESOP company

Health benefits

Career development opportunities

Paid time off and holidays

Résumé du poste

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote role across select US states. You will learn the full process of administering, testing and reporting on 401(k) plans, reviewing documents, and preparing year-end filings including Form 5500.

You will grow through hands-on training and practical experience in a fast-growing ESOP-driven environment. Join a team that emphasizes ownership, accountability and ongoing development as you support clients and ensure

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• 1 to 5 years of adjacent back-office financial operations experience in one or more of the following: benefits administration, money movement and wires, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance or quality-control support.
• 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.
• Experience with reconciliation as a daily job responsibility is preferred.
• Associate's or bachelor's degree in a related field such as business or finance, or equivalent work experience, is preferred.
• Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations is preferred.

Responsabilités

• 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

Connaissances

Attention to detail

Communication

Organization

Formation

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

Outils

Microsoft Excel

Microsoft Word

Outlook

Description du poste

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote role across select US states. You will learn the full process of administering, testing and reporting on 401(k) plans, reviewing documents, and preparing year-end filings including Form 5500.

You will grow through hands-on training and practical experience in a fast-growing ESOP-driven environment. Join a team that emphasizes ownership, accountability and ongoing development as you support clients and ensure