Remote 401(k) Plan Operations Specialist

Guidant Financial; Tampa (FL); On-site; USD 41,650 - 56,350; Full time

Benefits offered by this job

ESOP company

Health coverage

Paid time off

Flexible remote work

401k match

Job summary

Guidant Financial is seeking a Retirement Plan Specialist to learn and administer 401(k) plans in a fully remote role. You will review client-submitted documents, assist with year-end reporting, and support government filings including IRS Form 5500.

The position offers accelerated training, real-world experience, and a path toward more advanced responsibilities within a growing ESOP-focused company. You will work with clients nationwide, using Excel and administration software to ensure

Qualifications

• Must be 18 years of age.
• Excellent verbal and written communication skills.
• Meticulous attention to detail and proactive approach to problem solving.
• Skills in customer service, organization, and collaboration.
• Adequate math and analytical skills.
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Associate's or bachelor's degree in a related field (business, finance, etc.) or equivalent work experience preferred
• Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred
• Ability to work in an autonomous environment where you can be a self-directed worker
• Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen

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
• Share knowledge and explain complex topics simply
• Training on concepts for a Retirement Plan Administrator I
• Performs other duties as required

Skills

Customer service

Organization

Collaboration

Analytical skills

Excel

Microsoft Office

Communication

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial is seeking a Retirement Plan Specialist to learn and administer 401(k) plans in a fully remote role. You will review client-submitted documents, assist with year-end reporting, and support government filings including IRS Form 5500.

The position offers accelerated training, real-world experience, and a path toward more advanced responsibilities within a growing ESOP-focused company. You will work with clients nationwide, using Excel and administration software to ensure