Remote 401(k) Plan Operations Specialist

Guidant Financial; Tucson (AZ); Remote; USD 44,000 - 54,000; Full time

Job summary

Guidant Financial seeks a Retirement Plan Operations Specialist for a fully remote role, serving clients nationwide while the company advances toward ESOP ownership. You will learn end-to-end 401(k) plan administration, review client documents, and prepare year-end filings.

You will reconcile plans, run 401(k) testing, and educate clients about plan operations using Excel and our filing software. Join a growing team with strong benefits and flexible remote work.

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• 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.

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

Transaction processing

Client communication

Education

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

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

Guidant Financial seeks a Retirement Plan Operations Specialist for a fully remote role, serving clients nationwide while the company advances toward ESOP ownership. You will learn end-to-end 401(k) plan administration, review client documents, and prepare year-end filings.

You will reconcile plans, run 401(k) testing, and educate clients about plan operations using Excel and our filing software. Join a growing team with strong benefits and flexible remote work.