Retirement Plan Operations Specialist

About the role

Guidant Financial is a fully remote, thriving company that has funded $5 billion, launched 30,000+ businesses, and created nearly 100,000 jobs over 23 years. The company is moving toward an ESOP structure and values adaptability, connection, and excellence. This position is open to candidates in AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, and OK. As a Retirement Plan Operations Specialist you will begin learning the full lifecycle of 401(k) plan administration, progressing from document review to basic plan administration.

Responsibilities

• Work with clients to obtain necessary information to prepare the annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Reconcile plans (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 IRS Form 5500, using filing software.
• Educate clients regarding the administration of their 401(k) plan and related 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 responsibilities.
• 1–5 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) – preferred.
• Experience with reconciliation as a daily responsibility – preferred.
• Associate’s or bachelor’s degree in business, finance, or a related field, or equivalent work experience – preferred.
• Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations – preferred.

Additional Requirements

• Designated workspace (home office) where you can concentrate and be productive – preferred.
• Reliable high‑speed internet for seamless communication and collaboration – preferred.

Benefits

• Path toward employee ownership through an upcoming ESOP.
• Ongoing training, career development, and a strong promotion track (over 20 % promoted in the past three years).
• Comprehensive health coverage with a free‑premium option.
• Paid parental leave and a generous 401(k) match.
• 3 weeks of paid time off plus 11 paid holidays.
• Flexible remote work arrangement with necessary equipment provided.
• Award‑winning culture featuring senior‑leader coffee chats and company sporting events.
• Inclusive environment that values employee voices and supports equity.

Pay

$23.55 per hour (approximately $49,000 annually).