Remote 401(k) Plan Operations Specialist

Remote Jobs; Scottsdale (AZ); Remote; USD 30,000 - 36,000; Full time

Benefits offered by this job

Ownership Matters

Comprehensive Benefits

Flexible Work From Home

Career Development

401k Match

Job summary

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, enabling you to support entrepreneurs nationwide. You will learn the full lifecycle of administering 401(k) plans through training, document review, and client communications.

You will review documents, perform plan reconciliations with Excel, and assist with IRS Form 5500 filings, gaining hands-on experience in reporting and compliance while contributing to our ESOP journey and client success.

Qualifications

• Experience with document review and transaction processing in back-office financial operations.
• Associates or Bachelor's degree in business/finance or equivalent work experience preferred.
• Direct retirement-plan operations experience including 401(k) or IRA administration and year-end reporting preferred.

Responsibilities

• Prepare annual reporting for retirement plans and communicate progress to clients.
• Review client-submitted documents for completeness and accuracy.
• Reconcile plans using Excel and administration software for testing and reporting.
• Prepare Form 5500 and other required government filings.
• Educate clients on 401(k) plan administration.

Skills

Document Review

Transaction Processing

Plan Administration

Excel Proficiency

Education

Business/Finance Degree

Tools

Filing Software

Administrative Software

Job description

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, enabling you to support entrepreneurs nationwide. You will learn the full lifecycle of administering 401(k) plans through training, document review, and client communications.

You will review documents, perform plan reconciliations with Excel, and assist with IRS Form 5500 filings, gaining hands-on experience in reporting and compliance while contributing to our ESOP journey and client success.