Retirement Plan Operations Specialist

Guidant Financial

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

Posted 10/16/2026full-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, document review, and government filings. Proficient in utilizing Microsoft Excel and administration software for financial operations and client communication.

Highest-signal resume keywords

401(K) Plan AdministrationDocument ReviewMicrosoft Excel ProficiencyCompliance TestingFinancial Operations Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Document ReviewTransaction ProcessingReconciliation401(K) Compliance TestingIRS Form 5500 PreparationRetirement Plan OperationsRecordkeepingDistributions and RolloversBenefits AdministrationQuality-Control Support

Soft Skills

Client EducationCommunicationKnowledge SharingTraining

Tools & Technologies

Administration SoftwareFiling SoftwareMicrosoft WordMicrosoft Outlook

Industry Keywords

IRS RegulationsDOL RegulationsRetirement PlansROBSFinancial Operations

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 one or more of the following areas: 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 using 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 (such as a home office) where you can concentrate and be productive is preferred
Reliable high-speed internet to ensure seamless communication and collaboration 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!
Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.
Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment.
An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.
Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.