Remote Retirement Plan Operations Specialist

Guidant Financial; Shreveport (LA); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

Health coverage

401k match

Paid Time Off

Paid Holidays

Remote work from home

Equipment provided

Job summary

Guidant Financial is seeking a Retirement Plan Operations Specialist to work remotely from home, supporting the end-to-end administration of 401(k) plans. You will review documents, assist with year-end reporting, and communicate progress with clients nationwide.

You will use Excel, Word, and Outlook to perform testing, reporting, and filings, including IRS Form 5500, while contributing to a culture focused on ownership and ongoing training.

Qualifications

• 1 to 5 years of adjacent back-office financial operations experience
• 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 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, using filing software
• Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents

Skills

Document review

Reconciliation

Financial operations

Communication

Education

Associate’s or 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 work remotely from home, supporting the end-to-end administration of 401(k) plans. You will review documents, assist with year-end reporting, and communicate progress with clients nationwide.

You will use Excel, Word, and Outlook to perform testing, reporting, and filings, including IRS Form 5500, while contributing to a culture focused on ownership and ongoing training.