Remote Retirement Plan Operations Specialist

Guidant Financial; Provo (UT); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

ESOP company

Health coverage

Paid time off (PTO) and holidays

Remote work from home with provided设备

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist to join our remote team. You will learn to administer, test and report on 401(k) plans, reviewing documents, performing year-end reporting, and communicating with clients throughout the plan year.

This role emphasizes accelerated training and practical experience, with growth toward administering basic plans. You will use Excel and specialized software, work from a home office, and support clients nationwide.

Qualifications

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

Skills

Document review

Transaction processing

Communication

Education

Associate/Bachelor's degree in business or finance

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial is seeking a Retirement Plan Operations Specialist to join our remote team. You will learn to administer, test and report on 401(k) plans, reviewing documents, performing year-end reporting, and communicating with clients throughout the plan year.

This role emphasizes accelerated training and practical experience, with growth toward administering basic plans. You will use Excel and specialized software, work from a home office, and support clients nationwide.