Remote 401(k) Plan Operations Specialist

Remote Jobs; St. Louis (MO); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

ESOP Ownership

Health benefits

Career development

PTO & Holidays

Remote work

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote role across the United States. You’ll learn the full process of administering, testing and reporting 401(k) plans through accelerated training and hands-on experience.

You will review client documents, keep customers updated, and assist with year-end filings including IRS Form 5500. Join a growing ESOP‑oriented company and develop your expertise in retirement plan operations.

Qualifications

• Experience in back-office financial operations or related areas.
• Proficiency with Microsoft Office (Excel, Word, Outlook).
• 1–5 years in roles like benefits administration, money movement, insurance claims, tax prep, or regulatory support.

Responsibilities

• Obtain information from clients to prepare annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Perform 401(k) testing and reporting.
• Prepare IRS Form 5500 and other year-end filings.
• Educate clients on 401(k) plan administration.

Skills

Excel

Word

Outlook

Education

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

Tools

Administration software

Filing software

Job description

Guidant Financial is seeking a Retirement Plan Operations Specialist for a fully remote role across the United States. You’ll learn the full process of administering, testing and reporting 401(k) plans through accelerated training and hands-on experience.

You will review client documents, keep customers updated, and assist with year-end filings including IRS Form 5500. Join a growing ESOP‑oriented company and develop your expertise in retirement plan operations.