Retirement Plan Operations Specialist

Guidant Financial • Richmond, VA

6d • Remote

About The Position

Guidant Financial is hiring a fully remote Retirement Plan Operations Specialist to support the administration, testing, and reporting of 401(k) plans. Through accelerated learning, in-depth training, and practical experience, the specialist will progress from reviewing documents to administering basic plans. The role involves working with clients to gather information, reviewing submissions, keeping clients informed, and explaining year-end reporting documents needed for government filings, including the annual IRS Form 5500.

The position is recruiting in select U.S. states: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, and OK. Employees must meet minimum work-from-home requirements. A designated workspace and reliable high-speed internet are preferred. The position pays $23.55 per hour, equivalent to an annual salary of $49,000.

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 these 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.
• Meet the minimum work-from-home requirements needed to carry out responsibilities in a remote environment.

Nice To Haves

• Direct retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 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 the employee 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 containing 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 and equipment provided for working from a home office.
• 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