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[Remote] Retirement Plan Operations Specialist

Remote, USAFull-timePosted 2026-07-31

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a reputable company dedicated to empowering reputed company and enhancing the reputed company of small businesses. As a Retirement Plan Operations Specialist, you will learn to administer and report on 401(k) plans, assist clients with necessary documentation, and ensure compliance with government filings.

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 reputed company
  • 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
  • A designated workspace (such as a home office) where you can concentrate and be productive
  • Reliable high-speed internet to ensure seamless communication and collaboration
  • 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

  • Fully remote position
  • Comprehensive health coverage (with a free premium reputed company)
  • reputed company parental leave
  • Generous 401k match
  • 3 weeks of reputed company Time Off plus 11 reputed company Holidays
  • Work comfortably from your home office
  • Provides reputed company the necessary equipment
  • Ongoing training, career development opportunities, and supportive leaders
  • More than 20% of our organization has been promoted into new and exciting roles over the past three years
  • Award-reputed company culture
  • Connect with senior leaders over coffee
  • Company sporting events
  • Inclusive work environment that values employee reputed company
  • Encourages reputed company participation
  • Unwavering support
  • A designated workspace (such as a home office) where you can concentrate and be productive. (work from home requirements)
  • Reliable high-speed internet to ensure seamless communication and collaboration. (work from home requirements)

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/.
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