Retirement Plan Operations Specialist

Guidant Financial

. Work with clients to obtain necessary information for annual reporting .

Posted 9/23/2026full-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 and government filings, while effectively communicating complex topics to clients. Proficient in document review and reconciliation processes within financial operations.

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

ReconciliationTransaction ProcessingFinancial OperationsBenefits AdministrationRecordkeepingDistributionsRolloversQuality-Control SupportTax Preparation ProcessingLoan Document Processing

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 for annual reporting
Review client-submitted documents for completeness and accuracy
Reconcile plans with only rollovers and plan stock using Excel and administration software
Use 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) 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
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
Associate’s or bachelor’s degree in a related field such as business or finance, or equivalent work experience, 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

ESOP company ownership opportunity
Ongoing training and career development opportunities
Supportive leaders
Comprehensive health coverage, including a free premium option
Paid parental leave
Generous 401(k) match
3 weeks of Paid Time Off
11 Paid Holidays
Flexible work arrangements
Necessary work equipment provided
Award-winning company culture
Opportunities to connect with senior leaders over coffee
Company sporting events
Inclusive work environment
Employee voice, active participation, and support