Retirement Plan Operations Specialist

About the role

This is a fully remote opportunity with Guidant Financial, recruiting in select states (AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK). For over 23 years, Guidant Financial has empowered entrepreneurs, distributing $5 billion in funding to launch over 30,000 businesses and create nearly 100,000 jobs. The company’s values—Adaptability, Connection, and Excellence—guide its work, and it is progressing toward an ESOP to foster shared accountability and long‑term prosperity.

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
• 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