Remote Retirement Plan Operations Specialist

Support 401(k) administration remotely with Guidant Financial, using document review and Excel to help clients complete annual reporting. Work from home in select US states.

As a Retirement Plan Operations Specialist, you will learn plan administration, testing, and reporting through training and practical experience. You will review client documents, track progress, and explain year-end reporting requirements, including the annual Form 5500. The work supports entrepreneurs and small businesses nationwide.

• Obtain client information for annual retirement plan reporting
• Review submitted documents for completeness and accuracy
• Reconcile rollover and plan stock accounts using Excel
• Complete 401(k) testing and reporting through administration software
• Prepare IRS Form 5500 filings using filing software

• Experience with document review and transaction processing
• One to five years of adjacent financial operations experience
• Proficiency with Microsoft Excel, Word, and Outlook
• Retirement plan operations experience preferred
• Reliable high-speed internet and designated workspace preferred

Apply your document review, Excel, and retirement plan interests to annual 401(k) reporting at Guidant Financial.