Remote 401(k) Plan Operations Specialist

Remote Jobs; Springfield (MO); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership matters

Health coverage

Paid time off and holidays

Flexible remote work

Strong culture

Job summary

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, enabling you to support entrepreneurs nationwide from your home office. You will learn the full process of administering and testing 401(k) plans, reviewing client documents, and preparing year-end reports including the 5500.

You will grow through hands-on training, gain experience with reconciliation, testing, and government filings, and help clients understand year-end reporting while benefiting from strong

Qualifications

• Experience with document review and transaction processing.
• 1 to 5 years of adjacent back-office financial operations experience in one or more areas: 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

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

Excel

Word

Outlook

Data reconciliation

Education

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

Tools

Filing software

Job description

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role, enabling you to support entrepreneurs nationwide from your home office. You will learn the full process of administering and testing 401(k) plans, reviewing client documents, and preparing year-end reports including the 5500.

You will grow through hands-on training, gain experience with reconciliation, testing, and government filings, and help clients understand year-end reporting while benefiting from strong