Remote Retirement Plan Operations Specialist

Remote Jobs; Overland Park (KS); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Ownership matters

Career development opportunities

Wellness benefits

Flexible remote work

Generous paid time off

Job summary

Guidant Financial is hiring a Retirement Plan Operations Specialist to work remotely from home across selected US states. You will learn to administer, test, and report on 401(k) plans, progressing from document review to plan administration through hands-on training.

You will review client documents, prepare testing and year-end filings, and communicate progress to clients. A background in back-office financial operations and solid Excel skills are preferred, with opportunities for growth

Qualifications

• Experience with document review and transaction processing.
• 1–5 years of adjacent back-office financial operations experience.
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience, including 401(k) or IRA administration, is preferred.
• Associate's or bachelor's degree in a related field is preferred.
• Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations 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.
• Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents.

Skills

MS Excel

MS Word

MS Outlook

Document review

Reconciliation

Education

Associate or Bachelor's degree in business or finance

Tools

Filing software

Administration software

Job description

Guidant Financial is hiring a Retirement Plan Operations Specialist to work remotely from home across selected US states. You will learn to administer, test, and report on 401(k) plans, progressing from document review to plan administration through hands-on training.

You will review client documents, prepare testing and year-end filings, and communicate progress to clients. A background in back-office financial operations and solid Excel skills are preferred, with opportunities for growth