Remote Retirement Plan Operations Specialist

Remote Jobs; Augusta (GA); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

ESOP company

Health coverage

401k match

Paid Time Off

11 Paid Holidays

Remote work from home

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist to learn the full process of administering, testing, and reporting on 401(k) plans from document review to year-end filings. This is a remote role supporting clients nationwide and growing through accelerated training.

You will handle document review, plan testing, and IRS 5500 filings while engaging clients and expanding your knowledge of retirement-plan operations within an ESOP-focused culture.

Qualifications

• Experience with document review and transaction processing.
• Proficiency in reconciliation and data accuracy.
• Experience with 401(k) plan administration preferred.
• Strong Excel/Office skills.

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

Reconciliation

Client communication

Retirement-plan operations

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 Operations Specialist to learn the full process of administering, testing, and reporting on 401(k) plans from document review to year-end filings. This is a remote role supporting clients nationwide and growing through accelerated training.

You will handle document review, plan testing, and IRS 5500 filings while engaging clients and expanding your knowledge of retirement-plan operations within an ESOP-focused culture.