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 need to extract content from posting. We have: - About the role: description of company, mission, values, role summary. Could be "About the role" or "About the role" heading. - Responsibilities: list of duties: "What You'll Be Doing:" bullet list. - Requirements: list of requirements: "Experience with document review..." etc. - Qualifications: maybe combine with requirements? But we can have "Qualifications" for education/degree etc. - Skills: maybe not explicit; but we have proficiency in Excel, Word, Outlook, etc. Could be Skills. - Benefits: list of benefits: Ownership Matters, People are Vital, Growing Together, Wellness at its Best, Flexible Work Arrangements, Amazing Culture, Empowering Equity and Inclusion. - Pay: wage $23.55 per hour, annual salary $49,000. - Schedule: not mentioned; no schedule info, so omit. We must not repeat job title as heading. No Job ID. We must remove boilerplate: repeated intro lines, duplicate paragraphs, application instructions, cookie/navigation/legal/EEO etc. There's some repeated intro about remote position etc. We'll keep only substantive info. We need to preserve all substantive info, not invent or summarize away detail. So we need to keep the details like values list, role summary, duties list, requirements list, benefits list, pay. We must not include filler like "commensurate with experience". Not present. We need to output only HTML fragment, no /, no markdown fences. Let's craft sections:

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 values adaptability, connection, and excellence, and is working toward becoming an ESOP to reinforce shared accountability.

But we need to preserve all substantive info; we can't summarize away details like "over 23 years", "$5 billion", "30,000 businesses", "100,000 jobs". That's fine. We also have role summary: "As a Retirement Plan Operations Specialist ... 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...". That could be part of About the role or separate section? Could be under About the role. We could have separate section "Role Summary" but not in allowed headings list; we only have those specific headings. So we incorporate into About the role. Responsibilities: list from "What You'll Be Doing:" plus "Extra Tasks". Let's capture each bullet. What You'll Be Doing: - 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 We'll combine into a single

. Requirements: list from "Experience with document review and transaction processing as daily job responsibilities" etc. Let's extract: - 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 We could include these under Requirements or maybe a separate "Work-from-home Requirements" but not in allowed headings; we can incorporate into Requirements. Qualifications: maybe we separate education/degree etc. But we already have degree in Requirements. Could keep all under Requirements. Skills: maybe we list proficiency in Excel, Word, Outlook, administration software, filing software, etc. But we already have those in Requirements. Could create Skills section for software proficiency. But we must not create thin sections; better to combine. Benefits: list: - 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 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 present, omit. We must not include repeated intro lines about remote position etc. However we might keep mention of fully remote? It's not a section but could be in About the role. The posting says "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." That's substantive? It's about remote nature. Could be included in About the role or Benefits (Flexible Work Arrangements). We already have Flexible Work Arrangements. So we can mention remote in Benefits. We must not duplicate lines. Ensure we don't repeat the same sentence. Now produce HTML:

About the role

Guidant Financial has empowered entrepreneurs for over 23 years, distributing $5 billion in funding to launch over 30,000 businesses and create nearly 100,000 jobs. The company values adaptability, connection, and excellence, and is working toward becoming an ESOP to reinforce shared accountability. As a Retirement Plan Operations Specialist, you will begin learning the full process of administering, testing, and reporting on 401(k) plans through accelerated training, in-depth instruction, and hands‑on experience, progressing from document review to administering basic plans.

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
• 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
• 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: 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: comprehensive health coverage (with a free premium option), paid parental leave, generous 401k match, 3 weeks of Paid Time Off plus 11 Paid Holidays
• Flexible Work Arrangements: work comfortably from your home office with necessary equipment provided
• An Amazing Culture: award‑winning culture, opportunities to connect with senior leaders over coffee or participate in company sporting events
• Empowering Equity and Inclusion: 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.

We must ensure no extra whitespace? It's fine. Check we didn't include any boilerplate like "Please apply to only one location only per role." We omitted. Good. We didn't include list of recruiting states; that's metadata but could be considered minor metadata; we can drop it per instruction: "do NOT put Job ID / requisition numbers as headings