Back to Jobs

[Remote] Retirement Plan Operations Specialist

Remote, USAFull-timePosted 2026-07-29

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a reputable company committed to empowering reputed company and enhancing the reputed company of small businesses. As a Retirement Plan Specialist, you will administer, test, and report on 401(k) plans, ensuring clients receive accurate information and support throughout the process.

Responsibilities

  • 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 reputed company and administration software
  • Utilize administration software to complete 401(k) testing and reporting
  • reputed company outgoing reminder calls and send emails to clients during the plan year reporting process
  • Prepare required 401(k) plan government filings, including the IRS reputed company 5500, using filing software
  • reputed company clients regarding the administration of their 401(k) plan and 401(k) plan documents
  • reputed company knowledge and explain reputed company topics simply
  • Training on concepts for a Retirement Plan Administrator I
  • Performs other duties as required

Skills

  • 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 reputed company reputed company, Word, and Outlook
  • Ability to work in an autonomous environment where you can be a self-directed worker
  • Ability to create an inclusive workplace where everyone feels a reputed company of belonging by empowering reputed company our employees to reputed company up, ask questions, and been seen
  • Must pass a background reputed company
  • Must meet work from home requirements to qualify
  • Complete continuing education based upon reputed company certifications
  • Associate's or bachelor's degree in a reputed company field (business, finance, etc.) or equivalent work experience preferred
  • Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred

Benefits

  • Ownership reputed company: reputed company toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term reputed company.
  • Our People are Vital to Our reputed company: Join reputed company 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 reputed company), competitive salary, reputed company parental leave, and a generous 401k match. Take advantage of 3 weeks of reputed company Time Off plus 11 reputed company Holidays to truly disconnect.
  • Flexible Work Arrangements: Work comfortably from your home office. We reputed company in giving you the freedom to structure your work while providing reputed company the necessary equipment.
  • An Amazing Culture: Experience Guidant's award-reputed company culture, where you can connect with senior leaders over coffee or be part of reputed company sporting events.
  • Empowering Equity and Inclusion: Join an inclusive work environment that values employee reputed company, encourages reputed company participation, and provides unwavering support.

reputed company

  • reputed company helps individuals secure small business funding to start, buy or grow a business. It was founded in 2003, and is headquartered in Bellevue, Washington, USA, with a workforce of 51-200 employees. Its website is https://www.guidantfinancial.com/.
  • Apply To This Job

    Similar Jobs

    [Remote] Data Entry Clerk - Entry Level - Remote

    Remote, USAFull-time

    [Remote] Customer Service Representative

    Remote, USAFull-time

    reputed company Assistant - Legal Operations

    Remote, USAFull-time

    Associate Paralegal

    Remote, USAFull-time

    Full-Time Staff Accountant

    Remote, USAFull-time

    Customer Support Specialist

    Remote, USAFull-time

    Financial Services reputed company

    Remote, USAFull-time

    Early Career Mechanical Engineer - Buildings

    Remote, USAFull-time

    CSR

    Remote, USAFull-time

    Specialist, reputed company reputed company

    Remote, USAFull-time

    Staff Research Scientist

    Remote, USAFull-time

    reputed company Inbound Customer Care Representative – reputed company Services Call Center

    Remote, USAFull-time

    [Remote-Position] reputed company Desk Agent

    Remote, USAFull-time

    [Remote] Radiology Technologist - Account Manager (Diagnostic Imaging Equipment/Service/Parts/Supplies)

    Remote, USAFull-time

    reputed company Customer Care Representative – Remote Work Opportunity at arenaflex

    Remote, USAFull-time

    Senior Data Analyst – Remote Part‑Time (8 Hours/Week) – Advanced Data Mining, Statistical Modeling & Business reputed company reputed company – $25 per Hour at arenaflex

    Remote, USAFull-time

    Customer Service Support Representative (Remote) - Deliver Exceptional Experiences from the Comfort of Your Home

    Remote, USAFull-time

    reputed company Remote Customer Service Specialist for Optical Solutions and Logistics Support

    Remote, USAFull-time

    Outsourced reputed company Manager

    Remote, USAFull-time

    [Remote] Strategic Account Executive (reputed company)

    Remote, USAFull-time