Remote 401(k) Plan Operations Specialist

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

Benefits offered by this job

ESOP company

Health coverage

Paid time off

Remote work

Training opportunities

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist to join our remote team. You will learn the full process of administering, testing and reporting on 401(k) plans, reviewing client documents and updating progress throughout the year-end filings, including IRS Form 5500.

You'll work from a home office with flexible arrangements, using Excel and our filing software to run tests, complete reports and educate clients about plan administration and documents as part of a growing

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience including 401(k) or IRA administration is preferred.

Responsibilities

• Work with clients to obtain information for annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Complete 401(k) testing and reporting.
• Prepare IRS Form 5500 filings using filing software.
• Educate clients on plan administration and documents.

Skills

Excel

Word

Outlook

Document review

Education

Associate degree

Tools

Filing software

Administration software

Job description

Guidant Financial is seeking a Retirement Plan Operations Specialist to join our remote team. You will learn the full process of administering, testing and reporting on 401(k) plans, reviewing client documents and updating progress throughout the year-end filings, including IRS Form 5500.

You'll work from a home office with flexible arrangements, using Excel and our filing software to run tests, complete reports and educate clients about plan administration and documents as part of a growing