Remote Retirement Plan Operations Specialist

Remote Jobs; Dallas (TX); A distancia; USD 27.000 - 38.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Ownership Matters

Our People are Vital to Our Success

Growing Together

Wellness and 401k match

Flexible Work Arrangements

Amazing Culture

Equity and Inclusion

Descripción de la vacante

Guidant Financial is offering a fully remote Retirement Plan Operations Specialist role, open to select US states. You will learn to administer, test and report on 401(k) plans, reviewing client documents and guiding year-end filings including Form 5500.

Accelerated training accelerates growth from document review to basic plan administration. You will handle plan reporting, client communications, and government filings while leveraging Excel and specialized software.

Formación

• 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 is preferred.
• Experience with reconciliation as a daily job responsibility is preferred.
• Associate's or bachelor's degree in business or finance, or equivalent work experience, is preferred.

Responsabilidades

• 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.

Conocimientos

Document review

Excel proficiency

Educación

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

Herramientas

Microsoft Excel

Microsoft Word

Microsoft Outlook

Administration software

Descripción del empleo

Guidant Financial is offering a fully remote Retirement Plan Operations Specialist role, open to select US states. You will learn to administer, test and report on 401(k) plans, reviewing client documents and guiding year-end filings including Form 5500.

Accelerated training accelerates growth from document review to basic plan administration. You will handle plan reporting, client communications, and government filings while leveraging Excel and specialized software.