Retirement Plan Operations Specialist

We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Remove boilerplate. Preserve all substantive info. We need to parse the posting. Key info: - Fully remote position, recruiting in select states: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. (Location info maybe not needed as heading; could be in About the role paragraph.) - Role: Retirement Plan Operations Specialist at Guidant Financial. - Role summary: As a Retirement Plan Operations Specialist you will take first step down path of learning full process of administering, testing and reporting on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You'll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return. - What You'll Be Doing (list): - 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 - Extra Tasks: - 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 - Additional Requirements: For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of: - 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 leaders. Over the past three years, more than 20% of our 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 to truly disconnect - Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment - An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our 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 - Schedule: Not explicitly mentioned. No schedule info. So we should NOT create a Schedule section. - Also there is repeated intro about fantastic opportunity etc. We should keep only once. We need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay. Possibly also "Qualifications" could combine education etc. But we must not create sections with filler. We have content for each. We need to decide mapping: - About the role: could include role summary, mission, company description, location, remote, etc. - Responsibilities: list of duties (What You'll Be Doing + Extra Tasks). Could combine. - Requirements: experience requirements (document review, 1-5 years adjacent experience, proficiency in Excel etc). Could also include preferred experience. - Qualifications: education (Associate's or bachelor's degree preferred) and maybe basic knowledge of 401(k) plan structure etc. - Skills: maybe proficiency in Microsoft Excel, Word, Outlook; reconciliation experience; etc. But we might already covered. However we need to avoid duplication. Could put skills separate: Microsoft Excel, Word, Outlook proficiency; reconciliation; etc. But we need to ensure we don't create sections with placeholder text. All sections must have substantive content. We have enough for About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay. We must not include Schedule. We must output only HTML fragment, no /. Use

for headings. Use

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  for prose. We need to preserve all substantive information. Do not invent or summarize away detail. So we need to keep specifics like numbers, states list, etc. Let's craft. About the role paragraph: include company description, mission, remote, recruiting states, role summary. We can include: "Guidant Financial has been empowering entrepreneurs for over 23 years, distributing $5 billion in funding, supporting over 30,000 businesses and generating nearly 100,000 jobs. They are working toward becoming an ESOP company. This is a fully remote position recruiting in AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. As a Retirement Plan Operations Specialist you will take the first step down the path of learning the full process of administering, testing and reporting on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You'll review documents submitted by clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return." That seems to capture. Responsibilities: list of duties from "What You'll Be Doing" plus "Extra Tasks". We'll combine. List items: - 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: list of mandatory/experience requirements. We need to differentiate between required and preferred? The posting says "Experience with document review and transaction processing as daily job responsibilities" (required). "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" (required? It says "1 to 5 years of adjacent back-office financial operations experience...". Likely required. Then "Proficiency in using Microsoft Excel, Word, and Outlook" (required). Then "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" (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". Also additional WFH requirements: designated workspace preferred, reliable high-speed internet preferred. We could put all in Requirements section, but maybe separate Qualifications for education and basic knowledge. Skills for Excel etc. Let's decide. We need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay. Thus: - Requirements: mandatory experience: document review and transaction processing daily; 1-5 years adjacent back-office financial operations experience in listed areas; proficiency in Microsoft Excel, Word, Outlook. - Qualifications: education (Associate's or bachelor's degree in business/finance or equivalent work experience preferred); basic knowledge of 401(k) plan structure, ROBS, IRS/DOL regulations preferred; direct retirement-plan operations experience preferred; experience with reconciliation as a daily job responsibility preferred. - Skills: maybe we could list specific skills like Microsoft Excel, Word, Outlook proficiency; reconciliation; etc. But we already have proficiency in Requirements. Could instead put Skills: Microsoft Excel, Word, Outlook proficiency; reconciliation experience; etc. But we might duplicate. Better to put Skills: Microsoft Excel, Word, Outlook proficiency; reconciliation; etc. And Requirements: experience requirements (document review, 1-5 years adjacent experience). Qualifications: education and preferred experience. Let's see if we have enough distinct content. Requirements (mandatory): - 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 Qualifications (preferred/education): - Associate's or bachelor's degree in a related field such as business or finance, or equivalent work experience - Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations - Direct retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting - Experience with reconciliation as a daily job responsibility Skills: maybe we could list specific technical skills: Microsoft Excel, Word, Outlook proficiency; administration software usage; etc. But we already have proficiency in Requirements. Could instead put Skills: Administration software for 401(k) testing and reporting; filing software for IRS Form 5500; etc. However the posting mentions "Utilize administration software to complete 401(k) testing and reporting" and "Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software". Those are responsibilities, not skills. But we could still list them as skills. But we