Remote Retirement Plan Operations Specialist

Guidant Financial; Troy (MI); Remote; USD 27,000 - 38,000; Full time

Benefits offered by this job

ESOP-focused culture

Flexible work from home

Paid time off & holidays

Health coverage

401k matching

Job summary

Guidant Financial, a fully remote employer, seeks a Retirement Plan Operations Specialist to support 401(k) plan administration from home. You will review documents, assist with annual reporting, and help clients understand government filings like the 5500 form. Strong Excel skills and back-office experience are valued.

Join a growing team focused on empowering entrepreneurs nationwide while progressing through accelerated training and practical experience in retirement plan operations.

Qualifications

• Experience with document review and transaction processing in a back-office environment.
• Knowledge of 401(k) plan administration and year-end reporting (5500) is preferred.
• Proficiency with Microsoft Office and basic understanding of regulatory requirements is preferred.

Responsibilities

• Collaborate with clients to gather information for annual reporting.
• Review client-submitted documents for completeness and accuracy; reconcile plans as needed.
• Utilize administration software to perform 401(k) testing and reporting; prepare Form 5500 filings.

Skills

Document review

Transaction processing

Back-office operations

Customer service

Education

Associate's degree in business/finance

Bachelor's degree in business/finance

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

Guidant Financial, a fully remote employer, seeks a Retirement Plan Operations Specialist to support 401(k) plan administration from home. You will review documents, assist with annual reporting, and help clients understand government filings like the 5500 form. Strong Excel skills and back-office experience are valued.

Join a growing team focused on empowering entrepreneurs nationwide while progressing through accelerated training and practical experience in retirement plan operations.