Remote Retirement Plan Operations Specialist

Guidant Financial; Bloomington (IN); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Health coverage (free premium option)

Paid parental leave

401k match

3 weeks PTO + 11 holidays

Job summary

Guidant Financial seeks a Retirement Plan Operations Specialist for a fully remote role. You will learn to administer, test and report on 401(k) plans, reviewing client documents and handling year-end filings including the IRS Form 5500, from a home office.

The position targets candidates with 1–5 years in back-office financial operations, strong Excel/Word/Outlook skills, and a degree in business or finance. Guidant emphasizes ownership, ESOP culture, and supportive career growth.

Qualifications

• 1 to 5 years of adjacent back-office financial operations experience in one or more of the following areas: benefits administration, money movement and wires, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance or quality-control support.
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Associate’s or bachelor’s degree in a related field such as business or finance, or equivalent work experience 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

Attention to detail

Communication

Time management

Education

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

Tools

Microsoft Excel

Word

Outlook

Job description

Guidant Financial seeks a Retirement Plan Operations Specialist for a fully remote role. You will learn to administer, test and report on 401(k) plans, reviewing client documents and handling year-end filings including the IRS Form 5500, from a home office.

The position targets candidates with 1–5 years in back-office financial operations, strong Excel/Word/Outlook skills, and a degree in business or finance. Guidant emphasizes ownership, ESOP culture, and supportive career growth.