Retirement Plan Operations Specialist

Guidant Financial; Richmond (VA); Remote; USD 43,000 - 53,000; Full time

Benefits offered by this job

Comprehensive health coverage

401(k) match

3 weeks of Paid Time Off

Flexible work arrangements

Job summary

A financial services firm is seeking a Retirement Plan Specialist to assist clients with 401(k) plan administration in a fully remote setting. The ideal candidate has strong communication and organizational skills, with a preferred background in business or finance. The role includes document review, client education, and preparation of government filings. This full-time position offers benefits such as paid time off and health coverage.

Qualifications

• Must be 18 years of age.
• Excellent verbal and written communication skills are necessary.
• Meticulous attention to detail and proactive problem-solving are required.
• Basic knowledge of 401(k) plan structure and IRS regulations preferred.

Responsibilities

• Work with clients to collect information for annual reporting.
• Review client documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Educate clients on 401(k) plan administration.

Skills

Communication skills

Attention to detail

Customer service skills

Organization skills

Proficiency in Microsoft Excel

Education

Associate’s or bachelor’s degree in a related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

This is a fully remote position. We are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO.

Salary: $23 per hour (approximately $47,840 per year).

Guidant Financial has empowered entrepreneurs for 21 years, delivering innovative funding solutions and building cutting‑edge technology. We have funded over $5 billion to help launch more than 20,000 businesses and create nearly 100,000 jobs.

Role Summary

As a Retirement Plan Specialist at Guidant Financial, you will begin by learning the full process to administer, test, and report on 401(k) plans. Through accelerated learning and practical experience, you will grow from document review to administering basic plans, reviewing client documents, and helping clients understand the year‑end reporting necessary to complete regulatory filings, including the IRS Form 5500.

What You’ll Be Doing

• Work with clients to obtain information needed to prepare the annual reporting
• Review documents submitted by clients for completeness and accuracy
• Reconcile plans using Excel and administration software for rollovers and plan stock
• Utilize administration software to perform 401(k) testing and reporting
• Make outgoing reminder calls and send emails to clients during the plan year reporting process
• Prepare required 401(k) government filings, including IRS Form 5500, using filing software
• Educate clients about 401(k) plan administration and related documents

Extra Tasks

• Share knowledge and explain complex topics simply
• Training on concepts for a Retirement Plan Administrator I
• Performs other duties as required

Requirements

• Must be 18 years of age
• Excellent verbal and written communication skills
• Meticulous attention to detail and proactive problem solving
• Strong customer service, organization, and collaboration skills
• Adequate math and analytical skills
• Proficiency in Microsoft Excel, Word, and Outlook
• Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent experience preferred
• Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations preferred
• Ability to work autonomously in a self-directed environment
• Commitment to an inclusive workplace where everyone feels a sense of belonging

Additional Requirements

• Must pass a background check
• Must meet work-from-home requirements to qualify
• Complete continuing education based on current certifications

Remote Work Requirements

• A designated workspace (home office) to concentrate and be productive
• Reliable high‑speed internet for seamless communication and collaboration

Benefits

• Our People are Vital to Our Success: a team of intelligent, imaginative, and motivated individuals
• Growing Together: ongoing training, career development opportunities, and supportive leaders
• Wellness: comprehensive health coverage, competitive salary, paid parental leave, and 401(k) match; 3 weeks of Paid Time Off plus 11 paid holidays
• Flexible Work Arrangements: work from your home office with necessary equipment provided
• Amazing Culture: access to senior leaders and company events
• Equity and Inclusion: an inclusive environment that values employee voices

Role Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Other
• Industries: IT Services and IT Consulting

Referrals increase your chances of interviewing at Guidant Financial. Get notified about new Retirement Plan Specialist jobs in Richmond, VA.