Remote Retirement Plan Operations Specialist

Guidant Financial; Fort Worth (TX); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Health coverage

401k match

Paid time off

Parental leave

Flexible work from home

ESOP journey

Job summary

Guidant Financial is hiring a Retirement Plan Operations Specialist for a fully remote role in the United States. You will learn to administer, test, and report on 401(k) plans, reviewing client documents, communicating progress, and guiding year-end filings including IRS Form 5500.

Training accelerates your knowledge as you advance through the process. You’ll reconcile plans, perform 401(k) testing, and educate clients about plan administration.

Qualifications

• 1 to 5 years of adjacent back-office financial operations experience.
• Experience with document review and transaction processing.
• 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.

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

Education

Bachelor’s or Associate degree in business/finance

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial is hiring a Retirement Plan Operations Specialist for a fully remote role in the United States. You will learn to administer, test, and report on 401(k) plans, reviewing client documents, communicating progress, and guiding year-end filings including IRS Form 5500.

Training accelerates your knowledge as you advance through the process. You’ll reconcile plans, perform 401(k) testing, and educate clients about plan administration.