Retirement Plan Operations Specialist

Guidant Financial•Tampa, FL

6d•Remote

About The Position

Guidant Financial is hiring a fully remote Retirement Plan Operations Specialist to learn and 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 obtain information, reviewing plan documents, explaining year-end reporting materials, and helping clients complete government filings, including the annual IRS Form 5500. The position is recruiting in AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, and OK. Guidant Financial says it has supported entrepreneurs for more than 23 years, distributed $5 billion in funding, helped launch over 30,000 businesses, and generated nearly 100,000 jobs. The company emphasizes adaptability, connection, and excellence, and is working toward becoming an ESOP company. The role is remote and requires the ability to work effectively from home. A designated workspace and reliable high-speed internet are preferred. The company provides necessary work equipment. The stated wage is $23.55 per hour, equivalent to an annual salary of $49,000.

Requirements

Experience with document review and transaction processing as daily job responsibilities.
One to five 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 with 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 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 that contain only rollovers and plan stock using Excel and administration software.
Use administration software to complete 401(k) testing and reporting.
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.

Benefits

The company is working toward becoming an ESOP company.
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.
Eleven paid holidays.
Flexible work arrangements and the freedom to structure work.
Necessary work equipment provided.
Inclusive work environment that values employee voices and encourages participation.