Remote Retirement Plan Operations Specialist

Remote Jobs; Phoenix (AZ); Remote; USD 28,000 - 37,000; Full time

Benefits offered by this job

ESOP company

Health benefits

Flexible work from home

Career development

3 weeks PTO + 11 holidays

Job summary

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role. You will learn the end-to-end process of administering, testing, and reporting 401(k) plans, starting from document review to handling year-end filings like IRS Form 5500.

You’ll support clients nationwide and grow with accelerated training and practice. As part of Guidant’s ESOP-focused path, you’ll work with diverse teams, gain hands-on experience in plan operations, and help clients understand mandatory

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• Proficiency with Microsoft Word/Excel and Outlook.
• Associate's or bachelor's degree in business, finance, or related field 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 related documents.
• Share knowledge and explain complex topics simply.

Skills

Document review

Transaction processing

Analytical thinking

Education

Associate's or bachelor's degree in business/finance

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

Guidant Financial offers a fully remote Retirement Plan Operations Specialist role. You will learn the end-to-end process of administering, testing, and reporting 401(k) plans, starting from document review to handling year-end filings like IRS Form 5500.

You’ll support clients nationwide and grow with accelerated training and practice. As part of Guidant’s ESOP-focused path, you’ll work with diverse teams, gain hands-on experience in plan operations, and help clients understand mandatory