Retirement Plan Operations Specialist
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat job title as heading. Do NOT put Job ID / requisition numbers as headings. Remove boilerplate etc. Include sections only when posting has real, specific content.
We need to parse the posting.
Content:
- Intro: "This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position. Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses? For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path. At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better."
Then "Role Summary As a Retirement Plan Operations Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You'll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return."
Then "What You'll Be Doing:" bullet list:
- 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
Then "Extra Tasks Share knowledge and explain complex topics simply Training on concepts for a Retirement Plan Administrator I Performs other duties as required"
Then "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 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"
Then "Additional Requirements For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of: 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"
Then "Benefits 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"
Then repeated intro again and wage: "This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000"
We need to remove duplicate lines and boilerplate. Also remove cookie/navigation/legal/EEO etc. Not present.
We need to include sections only when real content.
Potential sections:
- About the role (maybe role summary)
- Responsibilities (What You'll Be Doing + Extra Tasks)
- Requirements (Experience, etc.)
- Qualifications (maybe combine with Requirements? But we can have Requirements and Qualifications separate if content distinct. The posting has "Requirements" and then "Additional Requirements". Could treat "Requirements" as mandatory, "Additional Requirements" as maybe "Qualifications"? But we can just have one Requirements section covering both.
- Benefits (list of benefits)
- Pay (wage)
- Schedule? Not mentioned. So we should not create Schedule section.
- Skills? Not explicit list; maybe we can omit.
We need to use
for each section heading.
We need to use - for any list of duties/requirements/benefits.
We need to use
for prose.
We must preserve all substantive information, not invent or summarize away detail.
We need to remove filler like "commensurate with experience" etc. Not present.
We need to avoid repeating job title as heading.
We need to output only HTML fragment.
Let's craft sections:
About the role
... role summary ...
But we have role summary paragraph: "As a Retirement Plan Operations Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You'll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return."
We could also include the earlier intro about company mission etc. But that may be considered "About the role" or maybe "About the company". Since we only have headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can put company overview in About the role.
Thus About the role paragraph: combine the introductory paragraphs about Guidant Financial, mission, values, etc. But we need to preserve all substantive info. Let's extract substantive content:
- Fully remote position, recruiting in select states: list of states.
- Guidant Financial: >23 years empowering entrepreneurs, $5B funding, 30k businesses, 100k jobs.
- Aim to inspire and empower employees.
- Commitment to ownership, accountability, innovative problem-solving, diligent follow-through.
- Journey towards becoming an ESOP company.
- Values: Adaptability, Connection, Excellence (with descriptions).
We should keep that.
Then role summary as separate paragraph maybe still under About the role or separate? Could be part of About the role.
But we need to avoid duplication: The intro repeats later; we should only include once.
Now Responsibilities: list of duties from "What You'll Be Doing:" plus "Extra Tasks". We'll combine into a .
Requirements: list of requirements from "Experience with document review..." etc. Also "Additional Requirements" about workspace and internet. We'll combine.
Benefits: list from benefits paragraph.
Pay: wage info.
We should not create Skills section unless we have explicit skills list; we have proficiency in Excel, Word, Outlook mentioned in requirements; but that's a skill. Could be part of Requirements. We'll not create separate Skills.
Now produce HTML.
We need to ensure we don't include any markdown fences.
Let's craft.
First, About the role:
This is a fully remote position with Guidant Financial, a reputable and thriving company. Guidant Financial has been empowering entrepreneurs for over 23 years, distributing $5 billion in funding to launch over 30,000 businesses and generate nearly 100,000 jobs. The company aims to inspire and empower employees to make a meaningful impact on clients’ success and their own career paths. Guidant emphasizes ownership, accountability, innovative problem‑solving, and diligent follow‑through, and is on an exciting journey toward becoming an ESOP company to reinforce shared accountability and long‑term prosperity. Core values include Adaptability (embracing change and inspiring others), Connection (building meaningful connections and elevating others), and Excellence (thriving outside the comfort zone, seeking improvement, and driven by curiosity). The role is open to candidates located in AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.
Then role summary maybe separate paragraph: but we could incorporate into About the role after the values. Let's add a second paragraph:
As a Retirement Plan Operations Specialist, you will take the first step toward learning the full process of administering, testing, and reporting on 401(k) plans. Through accelerated learning, in‑depth training, and practical experience, you will progress from document review to administering basic plans. You will review client documents, keep clients updated on progress, and help them understand year‑end reporting documents needed for government filings, including the annual Form 5500.
That seems fine.
Now Responsibilities:
Responsibilities
- 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
for prose. Do NOT repeat job title as heading. Do NOT put Job ID / requisition numbers as headings. Remove boilerplate etc. Include sections only when posting has real, specific content. We need to parse the posting. Content: - Intro: "This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position. Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses? For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path. At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better." Then "Role Summary As a Retirement Plan Operations Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You'll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return." Then "What You'll Be Doing:" bullet list: - 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 Then "Extra Tasks Share knowledge and explain complex topics simply Training on concepts for a Retirement Plan Administrator I Performs other duties as required" Then "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 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" Then "Additional Requirements For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of: 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" Then "Benefits 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" Then repeated intro again and wage: "This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000" We need to remove duplicate lines and boilerplate. Also remove cookie/navigation/legal/EEO etc. Not present. We need to include sections only when real content. Potential sections: - About the role (maybe role summary) - Responsibilities (What You'll Be Doing + Extra Tasks) - Requirements (Experience, etc.) - Qualifications (maybe combine with Requirements? But we can have Requirements and Qualifications separate if content distinct. The posting has "Requirements" and then "Additional Requirements". Could treat "Requirements" as mandatory, "Additional Requirements" as maybe "Qualifications"? But we can just have one Requirements section covering both. - Benefits (list of benefits) - Pay (wage) - Schedule? Not mentioned. So we should not create Schedule section. - Skills? Not explicit list; maybe we can omit. We need to use
for each section heading.
We need to use - for any list of duties/requirements/benefits.
We need to use
for prose.
We must preserve all substantive information, not invent or summarize away detail.
We need to remove filler like "commensurate with experience" etc. Not present.
We need to avoid repeating job title as heading.
We need to output only HTML fragment.
Let's craft sections:
About the role
... role summary ...
But we have role summary paragraph: "As a Retirement Plan Operations Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You'll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return."
We could also include the earlier intro about company mission etc. But that may be considered "About the role" or maybe "About the company". Since we only have headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can put company overview in About the role.
Thus About the role paragraph: combine the introductory paragraphs about Guidant Financial, mission, values, etc. But we need to preserve all substantive info. Let's extract substantive content:
- Fully remote position, recruiting in select states: list of states.
- Guidant Financial: >23 years empowering entrepreneurs, $5B funding, 30k businesses, 100k jobs.
- Aim to inspire and empower employees.
- Commitment to ownership, accountability, innovative problem-solving, diligent follow-through.
- Journey towards becoming an ESOP company.
- Values: Adaptability, Connection, Excellence (with descriptions).
We should keep that.
Then role summary as separate paragraph maybe still under About the role or separate? Could be part of About the role.
But we need to avoid duplication: The intro repeats later; we should only include once.
Now Responsibilities: list of duties from "What You'll Be Doing:" plus "Extra Tasks". We'll combine into a .
Requirements: list of requirements from "Experience with document review..." etc. Also "Additional Requirements" about workspace and internet. We'll combine.
Benefits: list from benefits paragraph.
Pay: wage info.
We should not create Skills section unless we have explicit skills list; we have proficiency in Excel, Word, Outlook mentioned in requirements; but that's a skill. Could be part of Requirements. We'll not create separate Skills.
Now produce HTML.
We need to ensure we don't include any markdown fences.
Let's craft.
First, About the role:
This is a fully remote position with Guidant Financial, a reputable and thriving company. Guidant Financial has been empowering entrepreneurs for over 23 years, distributing $5 billion in funding to launch over 30,000 businesses and generate nearly 100,000 jobs. The company aims to inspire and empower employees to make a meaningful impact on clients’ success and their own career paths. Guidant emphasizes ownership, accountability, innovative problem‑solving, and diligent follow‑through, and is on an exciting journey toward becoming an ESOP company to reinforce shared accountability and long‑term prosperity. Core values include Adaptability (embracing change and inspiring others), Connection (building meaningful connections and elevating others), and Excellence (thriving outside the comfort zone, seeking improvement, and driven by curiosity). The role is open to candidates located in AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.
Then role summary maybe separate paragraph: but we could incorporate into About the role after the values. Let's add a second paragraph:
As a Retirement Plan Operations Specialist, you will take the first step toward learning the full process of administering, testing, and reporting on 401(k) plans. Through accelerated learning, in‑depth training, and practical experience, you will progress from document review to administering basic plans. You will review client documents, keep clients updated on progress, and help them understand year‑end reporting documents needed for government filings, including the annual Form 5500.
That seems fine.
Now Responsibilities:
Responsibilities
- 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
for prose. We must preserve all substantive information, not invent or summarize away detail. We need to remove filler like "commensurate with experience" etc. Not present. We need to avoid repeating job title as heading. We need to output only HTML fragment. Let's craft sections:
About the role
... role summary ...
But we have role summary paragraph: "As a Retirement Plan Operations Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You'll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return." We could also include the earlier intro about company mission etc. But that may be considered "About the role" or maybe "About the company". Since we only have headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can put company overview in About the role. Thus About the role paragraph: combine the introductory paragraphs about Guidant Financial, mission, values, etc. But we need to preserve all substantive info. Let's extract substantive content: - Fully remote position, recruiting in select states: list of states. - Guidant Financial: >23 years empowering entrepreneurs, $5B funding, 30k businesses, 100k jobs. - Aim to inspire and empower employees. - Commitment to ownership, accountability, innovative problem-solving, diligent follow-through. - Journey towards becoming an ESOP company. - Values: Adaptability, Connection, Excellence (with descriptions). We should keep that. Then role summary as separate paragraph maybe still under About the role or separate? Could be part of About the role. But we need to avoid duplication: The intro repeats later; we should only include once. Now Responsibilities: list of duties from "What You'll Be Doing:" plus "Extra Tasks". We'll combine into a- .
Requirements: list of requirements from "Experience with document review..." etc. Also "Additional Requirements" about workspace and internet. We'll combine.
Benefits: list from benefits paragraph.
Pay: wage info.
We should not create Skills section unless we have explicit skills list; we have proficiency in Excel, Word, Outlook mentioned in requirements; but that's a skill. Could be part of Requirements. We'll not create separate Skills.
Now produce HTML.
We need to ensure we don't include any markdown fences.
Let's craft.
First, About the role:
- 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
This is a fully remote position with Guidant Financial, a reputable and thriving company. Guidant Financial has been empowering entrepreneurs for over 23 years, distributing $5 billion in funding to launch over 30,000 businesses and generate nearly 100,000 jobs. The company aims to inspire and empower employees to make a meaningful impact on clients’ success and their own career paths. Guidant emphasizes ownership, accountability, innovative problem‑solving, and diligent follow‑through, and is on an exciting journey toward becoming an ESOP company to reinforce shared accountability and long‑term prosperity. Core values include Adaptability (embracing change and inspiring others), Connection (building meaningful connections and elevating others), and Excellence (thriving outside the comfort zone, seeking improvement, and driven by curiosity). The role is open to candidates located in AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.
Then role summary maybe separate paragraph: but we could incorporate into About the role after the values. Let's add a second paragraph:As a Retirement Plan Operations Specialist, you will take the first step toward learning the full process of administering, testing, and reporting on 401(k) plans. Through accelerated learning, in‑depth training, and practical experience, you will progress from document review to administering basic plans. You will review client documents, keep clients updated on progress, and help them understand year‑end reporting documents needed for government filings, including the annual Form 5500.
That seems fine. Now Responsibilities: