Retirement Plan Operations Specialist

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. The company’s values emphasize Adaptability (embracing change), Connection (building meaningful relationships), and Excellence (continuous improvement and curiosity). As a Retirement Plan Operations Specialist, you will support clients in administering, testing, and reporting on 401(k) plans.

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
• 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