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. Remove boilerplate, duplicated lines, application instructions, etc. We need to extract substantive info. Let's parse the posting. First paragraph: "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." Then "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." Then "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" Then "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" Then "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" Then "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" Then repeated earlier paragraph about remote and states again, then "The wage for this position is $23.55 per hour, equivalent to an annual salary of $49,000" We need to produce sections: maybe About the role (role summary), Responsibilities (What You'll Be Doing + extra tasks), Requirements (experience, qualifications), Benefits (benefits), Pay (wage). Possibly Schedule? Not mentioned. So we omit Schedule. We need to avoid duplication and boilerplate. Remove repeated paragraphs about remote and states (they appear twice). Keep only once maybe in About the role? The posting includes location info; but we are told not to put Job ID/requisition numbers as headings, but location info is not a heading; we can include in a paragraph maybe under About the role? The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it." So location info is minor metadata; we could include a short paragraph about location/remote. But we also have a section About the role maybe includes role summary and location. However we need to decide sections. We have 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." That's good for About the role. Responsibilities: list of duties: "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". We'll put these as

• . Requirements: list: "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". Also maybe "Additional Requirements: 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". Those could be part of Requirements or separate? They are work-from-home requirements; could be included under Requirements as well. We'll include them. Benefits: list: "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". We'll put as
  • . Pay: "$23.55 per hour, equivalent to an annual salary of $49,000". We'll put in a

    under Pay heading. Schedule: not present, omit. We also need to include location/remote info maybe as a short paragraph under About the role or separate? The instruction: fold minor metadata into a short

    or drop it. So we can include a short paragraph about location and remote nature under About the role maybe before the role summary. But we need to avoid duplication. We'll include a paragraph: "This is a fully remote position open to candidates in AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK." That's minor metadata. Now produce HTML fragment: Use

    for each section heading. Use

    • for lists. Use

      for prose. We must not include any extra text outside HTML. No markdown fences. Let's craft. Structure:

      About the role

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