Retirement Plan Operations Specialist
Guidant Financial · St Louis, MO · 1 mo ago
RemoteRemoteFinance$5/hrFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for lists,
for prose. Do not repeat job title as heading. Do not include Job ID etc. Remove boilerplate. Include only sections with real content.
We need to parse the posting.
Key info:
- Fully remote position, recruiting in select states: list of states.
- Role: Retirement Plan Operations Specialist.
- Role summary: description.
- What You'll Be Doing: list of duties.
- Extra Tasks: list.
- Requirements: list of experience, proficiency, etc.
- Additional Requirements: WFH requirements.
- Benefits: list of benefits.
- Pay: wage $23.55 per hour, annual $49,000.
- No schedule mentioned.
We need sections: About the role (maybe role summary), Responsibilities (What You'll Be Doing + Extra Tasks), Requirements (Experience etc), Qualifications (maybe degree etc), Skills (proficiency in Excel etc), Benefits, Pay.
But we must only include sections when posting has real specific content. Avoid filler.
We need to decide which headings to use. The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can choose among those.
We need to preserve all substantive information.
Let's extract:
About the role: Could be the introductory paragraph about Guidant Financial, mission, etc. Also role summary.
Responsibilities: "What You'll Be Doing:" list plus "Extra Tasks".
Requirements: list of experience requirements.
Qualifications: maybe degree preferred etc.
Skills: proficiency in Microsoft Excel, Word, Outlook.
Benefits: list.
Pay: wage.
Schedule: none, so omit.
We must not include placeholder like "commensurate with experience". Not present.
We need to remove duplicated lines: The posting repeats the intro paragraph about remote position and states list twice. We'll include only once.
Also remove application instructions, cookie/navigation/legal/EEO etc. There's none explicit besides maybe "For more than 23 years..." that's substantive.
We need to output only HTML fragment.
Let's craft:
About the role
Guidant Financial has been empowering entrepreneurs for over 23 years, distributing $5 billion in funding to launch over 30,000 businesses and create nearly 100,000 jobs. As a Retirement Plan Operations Specialist, you will support clients nationwide in administering, testing, and reporting on 401(k) plans, helping them meet government filing requirements while growing your own expertise.
But we need to preserve all substantive info: The 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 can incorporate that.
Also mention remote work and states list.
Maybe include in About the role: remote position, recruiting in states list.
Let's decide.
Better to have:
About the role
This is a fully remote position with Guidant Financial, recruiting in the following states: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. Guidant Financial has empowered entrepreneurs for over 23 years, distributing $5 billion in funding to launch over 30,000 businesses and create nearly 100,000 jobs. As a Retirement Plan Operations Specialist, you will learn to administer, test, and report on 401(k) plans through accelerated training and hands‑on experience, reviewing client documents, keeping clients updated, and assisting with year‑end reporting including the IRS Form 5500.
That covers role summary and remote info.
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 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
- Train on concepts for a Retirement Plan Administrator I
- Perform other duties as required
Now Requirements:
We have: "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".
Also Additional Requirements: WFH requirements: designated workspace, reliable high-speed internet.
We could split Requirements and Qualifications. But we can combine.
Maybe:
Requirements
- Experience with document review and transaction processing as daily job responsibilities
- 1 to 5 years of adjacent back‑office financial operations experience in areas such as benefits administration, money movement and wires, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance/quality‑control support
- Proficiency in Microsoft Excel, Word, and Outlook
- Direct retirement‑plan operations experience (401(k) or IRA administration, recordkeeping, distributions/rollovers, compliance testing, or 5500/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 (business, finance) or equivalent work experience is preferred
- Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations is preferred
- Designated workspace (home office) where you can concentrate and be productive is preferred
- Reliable high‑speed internet to ensure seamless communication and collaboration is preferred
Now Benefits:
Benefits
- Ownership Matters: working toward becoming an ESOP company, reinforcing 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: ongoing training, career development opportunities, supportive leaders; over 20% promoted in the past three years
- Wellness at its Best: comprehensive health coverage (with a free premium option), paid parental leave, generous 401k match, 3 weeks of Paid Time Off plus 11 Paid Holidays
- Flexible Work Arrangements: work comfortably from your home office; necessary equipment provided
- An Amazing Culture: award‑winning culture, access to senior leaders, company sporting events
- Empowering Equity and Inclusion: inclusive work environment that values employee voices and encourages participation
Now Pay:
Pay
The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000.
We should not include Schedule.
Check for any duplicated content: we included remote info in About the role. Good.
We must not include any boilerplate like "This is a fantastic opportunity to work from the comfort of your own home!" We omitted that phrase? Actually we used "This is a fully remote position". The original had that phrase repeated; we can keep a concise version but must preserve substantive info. The phrase "This is a fantastic opportunity to work from the comfort of your own home!" is somewhat fluff but still part of posting. However instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. That phrase is not boilerplate; it's marketing fluff but maybe considered filler? It's not essential info like duties, requirements, benefits. It could be considered filler but not explicitly prohibited. However we should preserve ALL substantive information; fluff may not be substantive. Safer to omit it as it's not substantive. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we can omit non-substantive fluff. The phrase is not substantive detail about job. So okay.
We also omitted the repeated sentence about applying to only one location etc. That's application instruction? It's about applying to only one location per role. That's maybe considered application instruction; we should remove. Good.
Now ensure we didn't miss any substantive details: The mention of "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." That's application instruction; remove.
Also "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 included that.
Also "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." That's somewhat fluff; could be omitted.
Also "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." We captured ownership in Benefits.
Also "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." That's values; could be considered substantive? Might be considered fluff but it's about company values. Could be included maybe in About the role or Benefits? But we have no section for Values. Could incorporate into About the role as a brief sentence. However the instruction: Prefer a few substantive sections over many thin ones. Could add a short paragraph about values in About the role. But we already have About the role with mission. Might be okay to omit values as not strictly required. However they are part of posting
for prose. Do not repeat job title as heading. Do not include Job ID etc. Remove boilerplate. Include only sections with real content. We need to parse the posting. Key info: - Fully remote position, recruiting in select states: list of states. - Role: Retirement Plan Operations Specialist. - Role summary: description. - What You'll Be Doing: list of duties. - Extra Tasks: list. - Requirements: list of experience, proficiency, etc. - Additional Requirements: WFH requirements. - Benefits: list of benefits. - Pay: wage $23.55 per hour, annual $49,000. - No schedule mentioned. We need sections: About the role (maybe role summary), Responsibilities (What You'll Be Doing + Extra Tasks), Requirements (Experience etc), Qualifications (maybe degree etc), Skills (proficiency in Excel etc), Benefits, Pay. But we must only include sections when posting has real specific content. Avoid filler. We need to decide which headings to use. The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can choose among those.
We need to preserve all substantive information.
Let's extract:
About the role: Could be the introductory paragraph about Guidant Financial, mission, etc. Also role summary.
Responsibilities: "What You'll Be Doing:" list plus "Extra Tasks".
Requirements: list of experience requirements.
Qualifications: maybe degree preferred etc.
Skills: proficiency in Microsoft Excel, Word, Outlook.
Benefits: list.
Pay: wage.
Schedule: none, so omit.
We must not include placeholder like "commensurate with experience". Not present.
We need to remove duplicated lines: The posting repeats the intro paragraph about remote position and states list twice. We'll include only once.
Also remove application instructions, cookie/navigation/legal/EEO etc. There's none explicit besides maybe "For more than 23 years..." that's substantive.
We need to output only HTML fragment.
Let's craft:
About the role
Guidant Financial has been empowering entrepreneurs for over 23 years, distributing $5 billion in funding to launch over 30,000 businesses and create nearly 100,000 jobs. As a Retirement Plan Operations Specialist, you will support clients nationwide in administering, testing, and reporting on 401(k) plans, helping them meet government filing requirements while growing your own expertise.
But we need to preserve all substantive info: The 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 can incorporate that. Also mention remote work and states list. Maybe include in About the role: remote position, recruiting in states list. Let's decide. Better to have:About the role
This is a fully remote position with Guidant Financial, recruiting in the following states: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. Guidant Financial has empowered entrepreneurs for over 23 years, distributing $5 billion in funding to launch over 30,000 businesses and create nearly 100,000 jobs. As a Retirement Plan Operations Specialist, you will learn to administer, test, and report on 401(k) plans through accelerated training and hands‑on experience, reviewing client documents, keeping clients updated, and assisting with year‑end reporting including the IRS Form 5500.
That covers role summary and remote info. 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 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
- Train on concepts for a Retirement Plan Administrator I
- Perform 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 areas such as benefits administration, money movement and wires, insurance claims processing, tax prep processing, loan or mortgage document processing, or compliance/quality‑control support
- Proficiency in Microsoft Excel, Word, and Outlook
- Direct retirement‑plan operations experience (401(k) or IRA administration, recordkeeping, distributions/rollovers, compliance testing, or 5500/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 (business, finance) or equivalent work experience is preferred
- Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations is preferred
- Designated workspace (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: working toward becoming an ESOP company, reinforcing 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: ongoing training, career development opportunities, supportive leaders; over 20% promoted in the past three years
- Wellness at its Best: comprehensive health coverage (with a free premium option), paid parental leave, generous 401k match, 3 weeks of Paid Time Off plus 11 Paid Holidays
- Flexible Work Arrangements: work comfortably from your home office; necessary equipment provided
- An Amazing Culture: award‑winning culture, access to senior leaders, company sporting events
- Empowering Equity and Inclusion: inclusive work environment that values employee voices and encourages participation
Pay
The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000.
We should not include Schedule. Check for any duplicated content: we included remote info in About the role. Good. We must not include any boilerplate like "This is a fantastic opportunity to work from the comfort of your own home!" We omitted that phrase? Actually we used "This is a fully remote position". The original had that phrase repeated; we can keep a concise version but must preserve substantive info. The phrase "This is a fantastic opportunity to work from the comfort of your own home!" is somewhat fluff but still part of posting. However instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. That phrase is not boilerplate; it's marketing fluff but maybe considered filler? It's not essential info like duties, requirements, benefits. It could be considered filler but not explicitly prohibited. However we should preserve ALL substantive information; fluff may not be substantive. Safer to omit it as it's not substantive. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we can omit non-substantive fluff. The phrase is not substantive detail about job. So okay. We also omitted the repeated sentence about applying to only one location etc. That's application instruction? It's about applying to only one location per role. That's maybe considered application instruction; we should remove. Good. Now ensure we didn't miss any substantive details: The mention of "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." That's application instruction; remove. Also "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 included that. Also "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." That's somewhat fluff; could be omitted. Also "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." We captured ownership in Benefits. Also "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." That's values; could be considered substantive? Might be considered fluff but it's about company values. Could be included maybe in About the role or Benefits? But we have no section for Values. Could incorporate into About the role as a brief sentence. However the instruction: Prefer a few substantive sections over many thin ones. Could add a short paragraph about values in About the role. But we already have About the role with mission. Might be okay to omit values as not strictly required. However they are part of posting