Remote Retirement Plan Operations Specialist — Impact & Growth

Guidant Financial; Fort Worth (TX); Remote; USD 44,000 - 54,000; Full time

Benefits offered by this job

ESOP company

Health benefits

401k match

PTO + 11 holidays

Job summary

Guidant Financial, a fully remote company, is seeking a Retirement Plan Operations Specialist to learn and administer 401(k) plans. You will review client documents, perform testing and reporting, and guide clients through year-end filings like the 5500.

The role emphasizes timely communication and accuracy while supporting clients nationwide. In this position you will advance from document review to administering basic plans, with accelerated training and practical experience.

Qualifications

• Experience with document review and transaction processing as daily job responsibilities.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Direct retirement-plan operations experience, including 401(k) or IRA administration, or year-end reporting 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 plan documents.
• Share knowledge and explain complex topics simply.

Skills

Excel

Word

Outlook

Document review

Transaction processing

Reconciliation

Education

Business/Finance degree or equivalent

Tools

Administration software

Job description

Guidant Financial, a fully remote company, is seeking a Retirement Plan Operations Specialist to learn and administer 401(k) plans. You will review client documents, perform testing and reporting, and guide clients through year-end filings like the 5500.

The role emphasizes timely communication and accuracy while supporting clients nationwide. In this position you will advance from document review to administering basic plans, with accelerated training and practical experience.