Retirement Plan Operations Specialist

Guidant Financial

. Work with clients to obtain necessary information to prepare the annual reporting .

Posted 10/27/2026full-timeRemote • United StatesJunior💰 $24 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in 401(k) plan administration, including compliance testing, government filings, and client education. Proficient in document review, transaction processing, and utilizing administration software for accurate reporting.

Highest-signal resume keywords

401(K) Plan AdministrationDocument ReviewMicrosoft Excel ProficiencyCompliance TestingIRS Form 5500 Preparation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingReconciliation401(K) TestingGovernment FilingsRecordkeepingDistributionsRolloversBenefits AdministrationQuality-Control SupportFinancial Operations

Soft Skills

Client EducationCommunicationKnowledge SharingTraining

Tools & Technologies

Administration SoftwareFiling SoftwareMicrosoft WordMicrosoft Outlook

Industry Keywords

IRS RegulationsDOL RegulationsRetirement Plan OperationsROBSYear-End Reporting

About the role

Key responsibilities & impact

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
Train on concepts for a Retirement Plan Administrator I
Perform other duties as required

Requirements

What you’ll need

Experience with document review and transaction processing as daily job responsibilities
1 to 5 years of adjacent back-office financial operations experience in benefits administration, money movement and wires, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance or quality-control support
Proficiency in 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
Direct retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting, is preferred
Experience with reconciliation as a daily job responsibility is preferred
Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations is preferred
A designated workspace where you can concentrate and be productive is preferred
Reliable high-speed internet is preferred

Benefits

Comp & perks

Ownership Matters: We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success.
Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals.
Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!
Comprehensive health coverage (with a free premium option)
Paid parental leave
Generous 401k match
3 weeks of Paid Time Off
11 Paid Holidays
Flexible work arrangements from a home office
Necessary work equipment provided
Award-winning culture
Opportunities to connect with senior leaders over coffee
Company sporting events
Inclusive work environment that values employee voices, encourages active participation, and provides unwavering support