Remote 401(k) Plan Operations Specialist

Remote Jobs; Tulsa (OK); Remote; USD 32,000 - 34,000; Full time

Benefits offered by this job

Ownership Matters

Our People are Vital to Our Success

Growing Together

Wellness at its Best

Flexible Work Arrangements

An Amazing Culture

Empowering Equity and Inclusion

Job summary

Guidant Financial is hiring a Retirement Plan Operations Specialist for a fully remote role across select US states. You will learn the full process to administer, test, and report on 401(k) plans, progressing from document review to basic plan administration through hands-on training and practical experience.

You will review client-submitted documents, keep clients informed of progress, and assist with year-end reporting and government filings, including the 5500 return.

Qualifications

• Experience with document review and transaction processing in back-office financial operations.
• Proficiency with Microsoft Office (Excel, Word, Outlook).
• Experience with 401(k) or IRA administration, report filing and compliance testing 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 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 IRS Form 5500.
• Educate clients regarding administration of their 401(k) plan and documents.
• Share knowledge and explain complex topics simply.
• Training on Retirement Plan Administrator I concepts.
• Perform other duties as required.

Skills

Attention to detail

Communication

Problem solving

Team collaboration

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Filing software

Job description

Guidant Financial is hiring a Retirement Plan Operations Specialist for a fully remote role across select US states. You will learn the full process to administer, test, and report on 401(k) plans, progressing from document review to basic plan administration through hands-on training and practical experience.

You will review client-submitted documents, keep clients informed of progress, and assist with year-end reporting and government filings, including the 5500 return.