Retirement Plan Operations Specialist

Guidant Financial

full-time

Posted on: 9/9/2025

Origin: • 🇺🇸 United States • Arizona, Florida, Idaho, Kansas, Louisiana

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💰 $23 per hour

SeniorLead

About the role

Administer, test, and report on 401(k) retirement plans through accelerated learning and in-depth training
Review documents submitted by clients for completeness and accuracy
Work with clients to obtain necessary information to prepare annual reporting
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) government filings, including IRS Form 5500, using filing software
Educate clients regarding the administration of their 401(k) plan and plan documents
Share knowledge, explain complex topics simply, and provide training on concepts for Retirement Plan Administrator I
Perform other duties as required

Must be 18 years of age
Excellent verbal and written communication skills
Meticulous attention to detail and proactive approach to problem solving
Skills in customer service, organization, and collaboration
Adequate math and analytical skills
Proficiency in using Microsoft Excel, Word, and Outlook
Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred
Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL Regulations is preferred
Ability to work in an autonomous environment where you can be a self-directed worker
Ability to create an inclusive workplace and empower employees to speak up
Must pass a background check
Must meet work from home requirements (designated workspace and reliable high-speed internet)
Complete continuing education based upon current certifications