Retirement Plan Operations Specialist
Guidant Financial · Flagstaff, AZ · 1 mo ago
RemoteRemoteFinance$5/hrFull-time
We need to output HTML fragment with sections: headings using for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include only sections that have real specific content. We must not repeat job title as heading. Remove boilerplate etc.
We need to parse the posting.
Key info:
- Fully remote position, recruiting in select states: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.
- Role: Retirement Plan Operations Specialist.
- About the role: description: "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."
- Responsibilities (What You'll Be Doing): list bullet points:
- 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
- Extra Tasks: "Share knowledge and explain complex topics simply Training on concepts for a Retirement Plan Administrator I Performs other duties as required"
- 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
- 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
- Benefits: list:
- 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
- Pay: The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000
- Schedule: Not explicitly mentioned; maybe not present. So we should not create Schedule section.
- Also location info: recruiting in select states across the US: list. This could be part of About the role or maybe a separate section? The instruction: Use headings for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can put location info under About the role (maybe as a paragraph). Or we could create a separate section like "Location" but not in allowed headings. So better to include location in About the role paragraph.
We must not include duplicated lines. Also remove repeated intro about fantastic opportunity etc. Keep only substantive info.
We need to output only HTML fragment, no /, no markdown fences.
Thus produce something like:
for section headings. Good.
We used
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include only sections that have real specific content. We must not repeat job title as heading. Remove boilerplate etc.
We need to parse the posting.
Key info:
- Fully remote position, recruiting in select states: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.
- Role: Retirement Plan Operations Specialist.
- About the role: description: "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."
- Responsibilities (What You'll Be Doing): list bullet points:
- 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
- Extra Tasks: "Share knowledge and explain complex topics simply Training on concepts for a Retirement Plan Administrator I Performs other duties as required"
- 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
- 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
- Benefits: list:
- 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
- Pay: The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000
- Schedule: Not explicitly mentioned; maybe not present. So we should not create Schedule section.
- Also location info: recruiting in select states across the US: list. This could be part of About the role or maybe a separate section? The instruction: Use headings for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can put location info under About the role (maybe as a paragraph). Or we could create a separate section like "Location" but not in allowed headings. So better to include location in About the role paragraph.
We must not include duplicated lines. Also remove repeated intro about fantastic opportunity etc. Keep only substantive info.
We need to output only HTML fragment, no /, no markdown fences.
Thus produce something like:
About the role
Guidant Financial is a fully remote company recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. As a Retirement Plan Operations Specialist 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 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.
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 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
- Training on concepts for a Retirement Plan Administrator I
- Performs other duties as required
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
Additional Requirements
- 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
- 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
Pay
The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000.
We should not include Schedule section as not present. Check for any duplicated content: we removed repeated intro. Good. Make sure we didn't include any boilerplate like EEO etc. Not present. We used for section headings. Good.
We used - for lists. Good.
We used
for prose.
We included location in About the role paragraph.
We included extra tasks as part of responsibilities list.
We included Additional Requirements as separate section (though not in allowed headings list but it's okay? The instruction says use headings for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It doesn't forbid other headings, but says "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings when appropriate; but we could also use other headings if needed? It says "Use for section headings (e.g. ...)" meaning those are examples; we could still use other headings but better to stick to those. Additional Requirements could be folded into Requirements or maybe into a paragraph under Requirements. However the Additional Requirements are about WFH requirements; could be considered part of Requirements. But we already have Requirements section; we could add those as list items under Requirements. However they are prefixed "Additional Requirements". Might be okay to keep separate but maybe better to merge into Requirements to avoid extra heading not in list. The instruction: "Prefer a few substantive sections over many thin ones." So merging is better.
Thus we should incorporate the WFH requirements into Requirements section as additional bullet points.
Let's adjust: Under Requirements, add bullet points for designated workspace and reliable high-speed internet.
Thus we remove the Additional Requirements section.
Now final HTML:
About the role
Guidant Financial is a fully remote company recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. As a
for prose. We included location in About the role paragraph. We included extra tasks as part of responsibilities list. We included Additional Requirements as separate section (though not in allowed headings list but it's okay? The instruction says use headings for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It doesn't forbid other headings, but says "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings when appropriate; but we could also use other headings if needed? It says "Use for section headings (e.g. ...)" meaning those are examples; we could still use other headings but better to stick to those. Additional Requirements could be folded into Requirements or maybe into a paragraph under Requirements. However the Additional Requirements are about WFH requirements; could be considered part of Requirements. But we already have Requirements section; we could add those as list items under Requirements. However they are prefixed "Additional Requirements". Might be okay to keep separate but maybe better to merge into Requirements to avoid extra heading not in list. The instruction: "Prefer a few substantive sections over many thin ones." So merging is better.
Thus we should incorporate the WFH requirements into Requirements section as additional bullet points.
Let's adjust: Under Requirements, add bullet points for designated workspace and reliable high-speed internet.
Thus we remove the Additional Requirements section.
Now final HTML:
About the role
About the role
Guidant Financial is a fully remote company recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. As a