Retirement Plan Operations Specialist

About the role

Guidant Financial is a fully remote company recruiting in select states (AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK). For over 23 years, Guidant has empowered entrepreneurs, distributing $5 billion in funding to launch over 30,000 businesses and create nearly 100,000 jobs. The Retirement Plan Operations Specialist role supports clients in administering, testing, and reporting on 401(k) plans, with opportunities to grow into a Retirement Plan Administrator I.

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
• Participate in training 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 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 Microsoft Excel, Word, and Outlook
• Direct retirement‑plan operations experience (401(k) or IRA administration, recordkeeping, distributions and 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 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
• Meet minimum work‑from‑home requirements: designated workspace and reliable high‑speed internet

Benefits

• Ownership Matters: working toward becoming an ESOP company, reinforcing shared accountability and long‑term success
• People are Vital: join a team of intelligent, imaginative, highly motivated individuals
• Growing Together: ongoing training, career development, supportive leaders; >20% promoted over past three years
• Wellness: comprehensive health coverage (free premium option), paid parental leave, generous 401k match, 3 weeks PTO + 11 paid holidays
• Flexible Work Arrangements: work from home with necessary equipment provided
• Amazing Culture: award‑winning culture, access to senior leaders, company sporting events
• Empowering Equity and Inclusion: inclusive environment that values employee voices and participation

Pay

The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000.