Retirement Plan Operations Specialist

About the role

This is a fantastic opportunity to work from the comfort of your own home with a fully remote position at Guidant Financial, a reputable and thriving company. The company is recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. For more than 23 years, Guidant Financial has empowered entrepreneurs and enhanced the growth of small businesses, distributing over $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs. The organization is on an exciting journey toward becoming an ESOP company, reinforcing shared accountability and long‑term prosperity. Core values include Adaptability, Connection, and Excellence. As a Retirement Plan Operations Specialist, you will take the first step in learning the full process of administering, testing, and reporting on 401(k) plans, growing from document review to administering basic plans through accelerated learning, in‑depth training, and practical experience.

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 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 a remote work‑from‑home environment: 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: 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 the 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
• Flexible Work Arrangements: Work comfortably from your home office; we provide all necessary equipment and the freedom to structure your work
• An Amazing Culture: Experience Guidant's award‑winning culture, with opportunities to connect with senior leaders over coffee or participate in 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.