Retirement Plan Operations Specialist

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Must not include Job ID etc. Must preserve all substantive info, remove boilerplate, duplicated lines, application instructions, cookie/navigation/legal/EEO etc. Also we have duplicate intro paragraphs; we need to keep only one copy of substantive info. Let's parse the posting: Intro: "This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position. Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses? For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path. At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Retirement Plan Operations Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report 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: Work with clients to obtain necessary information to prepare the annual reportingReview documents submitted by clients for completeness and accuracyReconcile plans with only rollovers and plan stock using Excel and administration softwareUtilize administration software to complete 401(k) testing and reportingMake outgoing reminder calls and send emails to clients during the plan year reporting processPrepare required 401(k) plan government filings, including the IRS Form 5500, using filing softwareEducate 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 IPerforms other duties as required Requirements Experience with document review and transaction processing as daily job responsibilities1 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 supportProficiency in using Microsoft Excel, Word, and OutlookDirect retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting, is preferredExperience with reconciliation as a daily job responsibility is preferredAssociate's or bachelor's degree in a related field such as business or finance, or equivalent work experience, is preferredBasic 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 preferredReliable 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 successOur People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individualsGrowing 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 disconnectFlexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipmentAn Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting eventsEmpowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000" We need to extract sections: About the role (maybe role summary), Responsibilities (What You'll Be Doing + Extra Tasks), Requirements (experience, qualifications), Qualifications (maybe education etc), Skills (maybe proficiency), Benefits, Pay, Schedule (none). Also we have location info (states) maybe part of About the role or a meta paragraph. We should not include duplicated lines. We must not include boilerplate like "Please apply to only one location only per role." That's application instruction? It's about applying to only one location; maybe considered application instruction? The instruction says remove application instructions. So we should drop that line. Also "As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position." That's also application instruction. Remove. Also duplicate intro paragraphs at end: we should keep only one copy. We need to preserve all substantive info: company description, mission, values, role summary, responsibilities, extra tasks, requirements, qualifications, skills, benefits, pay. We need to decide sections. Potential sections: - About the role (could include company overview, mission, values, location recruiting states). Use

About the role

then paragraphs. - Responsibilities (

Responsibilities

) with

• items from "What You'll Be Doing:" and "Extra Tasks". - Requirements (

  Requirements

  ) maybe combine experience and qualifications. But we also have Qualifications, Skills sections. Could separate: Requirements (experience), Qualifications (education/degrees), Skills (proficiency). However we must only include sections if there is real specific content. We have: Experience: "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" Qualifications: "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" Skills: "Proficiency in using Microsoft Excel, Word, and Outlook" Thus we can have sections: Requirements (maybe core experience), Qualifications (education & preferred experience), Skills (software proficiency). Or combine. We also have Benefits section with details. Pay section: wage $23.55 per hour, annual $49,000. Schedule: none, so omit. We also have location recruiting states: maybe include in About the role. We need to avoid filler like "commensurate with experience" etc. Not present. Now produce HTML. We must not include or . Just fragment. Let's craft. First, About the role: include company description, mission, values, location recruiting states. Paragraphs: maybe combine into one or multiple

  . We need to avoid duplication: The intro appears twice; we keep one. Let's write:

  About the role

  Guidant Financial has been empowering entrepreneurs for over 23 years, distributing $5 billion in funding to launch over 30,000 businesses and create nearly 100,000 jobs. The company is working toward becoming an ESOP, emphasizing shared accountability and long‑term prosperity. Core values include Adaptability, Connection, and Excellence.

  This fully remote position is open to candidates located in AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, and OK.

  Now Responsibilities: We need to extract bullet points from "What You'll Be Doing:" and "Extra Tasks". What You'll Be Doing list (seems concatenated without punctuation): "Work with clients to obtain necessary information to prepare the annual reportingReview documents submitted by clients for completeness and accuracyReconcile plans with only rollovers and plan stock using Excel and administration softwareUtilize administration software to complete 401(k) testing and reportingMake outgoing reminder calls and send emails to clients during the plan year reporting processPrepare required 401(k) plan government filings, including the IRS Form 5500, using filing softwareEducate clients regarding the administration of their 401(k) plan and 401(k) plan documents" We need to split into sensible items. Likely each phrase before a capital letter? Let's manually split: - 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" Split: - Share knowledge and explain complex topics simply - Train on concepts for a Retirement Plan Administrator I - Perform other duties as required Now Responsibilities section with
  • . Now Requirements: maybe core experience: "Experience