Retirement Plan Operations Specialist
Guidant Financial · Asheville, NC · 1 mo ago
RemoteRemoteFinance$5/hrFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for any list of duties/requirements/benefits. Use
for prose. Do NOT repeat job title as heading. Do NOT put Job ID etc. Remove boilerplate. Include sections only if posting has real specific content. Avoid filler like "commensurate with experience". Pay and Schedule only if stated. Pay is given: $23.55 per hour, equivalent to $49,000 annual. So we need a Pay section. Schedule? Not mentioned. Benefits: there is a Benefits paragraph with many bullet-like statements. We'll create Benefits section with
- . Responsibilities: there is "What You'll Be Doing:" list and "Extra Tasks". We'll combine into responsibilities. Requirements: there is "Requirements" list and "Additional Requirements". We'll combine. Qualifications? Not separate; maybe we treat Requirements as qualifications. Skills? Could be part of requirements. But we can create sections: About the role (maybe role summary), Responsibilities, Requirements, Benefits, Pay. Also maybe "Qualifications" not needed if covered. We'll avoid empty sections.
We need to preserve all substantive information. Let's extract.
About the role: The role summary paragraph: "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."
Also earlier paragraphs about company mission etc. Might be considered "About the role" or "About the company". But we can include a short paragraph about the role summary. The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have About the role heading with that summary.
Responsibilities: list from "What You'll Be Doing:" and "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.
Requirements: list from "Requirements" and "Additional Requirements".
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:
- 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 treat these as part of Requirements.
Benefits: list from "Benefits" paragraph.
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: $23.55 per hour, equivalent to an annual salary of $49,000.
Schedule: not mentioned, so omit.
We also have location info: recruiting in select states across the US: list. Should we include? It's substantive but not under any heading. Could be placed in About the role paragraph or a separate section like "Location". But instruction only gives certain headings; we could add a short paragraph under About the role or maybe a separate "Location" heading not in list? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but suggests those examples. Safer to stick to those. We can incorporate location info into About the role paragraph.
Also note about "Please apply to only one location only per role." etc. That's boilerplate/application instructions; remove.
We must not repeat job title as heading. So no heading for Retirement Plan Operations Specialist.
Now produce HTML fragment.
Structure:
About the role
... include role summary and location info.
Responsibilities
- ...
...
Requirements
- ...
...
Benefits
- ...
...
Pay
$23.55 per hour, equivalent to an annual salary of $49,000.
Make sure no extra whitespace? It's fine.
Check for any filler like "commensurate with experience" - none.
Now craft the About the role paragraph: combine role summary and location.
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."
Location: "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."
Combine into one paragraph maybe two sentences.
Let's write: 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. 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.
That's fine.
Now Responsibilities list items.
Make sure each bullet is a concise phrase.
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
- Share knowledge and explain complex topics simply
- Training on concepts for a Retirement Plan Administrator I
- Performs other duties as required
Now 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
- 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
Now 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
Now Pay paragraph.
Now produce final HTML.
Check no markdown fences. Just raw HTML.
Let's
for prose. Do NOT repeat job title as heading. Do NOT put Job ID etc. Remove boilerplate. Include sections only if posting has real specific content. Avoid filler like "commensurate with experience". Pay and Schedule only if stated. Pay is given: $23.55 per hour, equivalent to $49,000 annual. So we need a Pay section. Schedule? Not mentioned. Benefits: there is a Benefits paragraph with many bullet-like statements. We'll create Benefits section with
- . Responsibilities: there is "What You'll Be Doing:" list and "Extra Tasks". We'll combine into responsibilities. Requirements: there is "Requirements" list and "Additional Requirements". We'll combine. Qualifications? Not separate; maybe we treat Requirements as qualifications. Skills? Could be part of requirements. But we can create sections: About the role (maybe role summary), Responsibilities, Requirements, Benefits, Pay. Also maybe "Qualifications" not needed if covered. We'll avoid empty sections.
We need to preserve all substantive information. Let's extract.
About the role: The role summary paragraph: "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."
Also earlier paragraphs about company mission etc. Might be considered "About the role" or "About the company". But we can include a short paragraph about the role summary. The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have About the role heading with that summary. Responsibilities: list from "What You'll Be Doing:" and "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. Requirements: list from "Requirements" and "Additional Requirements". 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: - 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 treat these as part of Requirements. Benefits: list from "Benefits" paragraph. 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: $23.55 per hour, equivalent to an annual salary of $49,000. Schedule: not mentioned, so omit. We also have location info: recruiting in select states across the US: list. Should we include? It's substantive but not under any heading. Could be placed in About the role paragraph or a separate section like "Location". But instruction only gives certain headings; we could add a short paragraph under About the role or maybe a separate "Location" heading not in list? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but suggests those examples. Safer to stick to those. We can incorporate location info into About the role paragraph. Also note about "Please apply to only one location only per role." etc. That's boilerplate/application instructions; remove. We must not repeat job title as heading. So no heading for Retirement Plan Operations Specialist. Now produce HTML fragment. Structure:
About the role
... include role summary and location info.
Responsibilities
- ... ...
Requirements
- ... ...
Benefits
- ... ...
Pay
$23.55 per hour, equivalent to an annual salary of $49,000.
Make sure no extra whitespace? It's fine. Check for any filler like "commensurate with experience" - none. Now craft the About the role paragraph: combine role summary and location. 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." Location: "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." Combine into one paragraph maybe two sentences. Let's write: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. 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.
That's fine. Now Responsibilities list items. Make sure each bullet is a concise phrase. 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 - Share knowledge and explain complex topics simply - Training on concepts for a Retirement Plan Administrator I - Performs other duties as required Now 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 - 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 Now 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 Now Pay paragraph. Now produce final HTML. Check no markdown fences. Just raw HTML. Let's