Retirement Plan Operations Specialist
Guidant FinancialPlano, Texas, United States • United States
Posted April 8, 2026
49000 - 49000 USD
Full Time
About the Company
For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.
Job Description
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. 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.
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 (with a free premium option)
- Competitive salary
- Paid parental leave
- Generous 401k match
- 3 weeks of Paid Time Off plus 11 Paid Holidays