Retirement Plan Operations Specialist

Guidant Financial

. Obtain necessary information from clients to prepare 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 preparation of government filings and compliance with regulatory requirements. Proficient in document review, transaction processing, and client education on retirement plans.

Highest-signal resume keywords

401(K) Plan AdministrationDocument ReviewTransaction ProcessingMicrosoft Excel ProficiencyClient Education

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

401(K) TestingIRS Form 5500 PreparationFinancial OperationsBenefits AdministrationCompliance Support

Soft Skills

CommunicationTrainingAttention to Detail

Tools & Technologies

Administration SoftwareFiling SoftwareMicrosoft WordMicrosoft Outlook

Industry Keywords

Back-Office OperationsMoney MovementInsurance Claims ProcessingTax Preparation ProcessingQuality Control

About the role

Key responsibilities & impact

Obtain necessary information from clients to prepare annual reporting
Review client-submitted documents for completeness and accuracy
Reconcile plans with rollovers and plan stock using Excel and administration software
Complete 401(k) testing and reporting using administration software
Make 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 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
Designated workspace such as a home office is preferred
Reliable high-speed internet is preferred

Benefits

Comp & perks

ESOP company ownership opportunity
Ongoing training and career development opportunities
Supportive leaders
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 company culture
Company sporting events
Inclusive work environment with employee participation and support