Retirement Plan Operations Specialist
Guidant FinancialTELECOMMUTE; Columbia, Missouri, United States
Posted April 8, 2026
49200 - 49200 USD
Full Time
About the Company
Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses for over 23 years, distributing an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs.
Job Description
We are recruiting a Retirement Plan Operations Specialist to work from home with a reputable and thriving company, where you will assist entrepreneurs nationwide in achieving their dreams of launching their own businesses and learn the full process of administering, testing, and reporting on 401(k) plans.
Requirements
- 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
Benefits
- Comprehensive health coverage
- Competitive salary
- Paid parental leave
- Generous 401k match
- 3 weeks of Paid Time Off plus 11 Paid Holidays