Retirement Plan Operations Specialist

Guidant Financial • Baton Rouge, LA

7d • Remote

About The Position

As a Retirement Plan Operations Specialist at Guidant Financial, you will learn how to administer, test, and report on 401(k) plans through accelerated learning, in-depth training, and practical experience. The role progresses from reviewing documents to administering basic plans. You will review client-submitted documents, keep clients informed about progress, and help them understand year-end reporting documents needed for government filings, including the annual Form 5500.

This is a fully remote position recruiting in select U.S. states: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, and OK. The stated wage is $23.55 per hour, equivalent to an annual salary of $49,000. The role requires a suitable work-from-home setup; a designated workspace and reliable high-speed internet are preferred.

Requirements

• 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 preparation processing, loan or mortgage document processing, or compliance or quality-control support.
• Proficiency in Microsoft Excel, Word, and Outlook.

Nice To Haves

• Direct retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or Form 5500 or year-end reporting.
• Experience with reconciliation as a daily job responsibility.
• An associate’s or bachelor’s degree in a related field such as business or finance, or equivalent work experience.
• Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations.
• A designated workspace, such as a home office, where you can concentrate and be productive.
• Reliable high-speed internet for communication and collaboration.

Responsibilities

• Work with clients to obtain the information needed to prepare annual reporting.
• Review client-submitted documents for completeness and accuracy.
• Reconcile plans involving 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) plan 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.

Benefits

• Ongoing training, career development opportunities, and supportive leaders.
• Comprehensive health coverage, including a free premium option.
• Paid parental leave.
• 401(k) match.
• Three weeks of paid time off.
• 11 paid holidays.
• Flexible work arrangements from a home office, with necessary equipment provided.
• An inclusive work environment that values employee voices and participation.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed