Support 401(k) administration remotely with Guidant Financial, using document review and Excel to help clients complete annual reporting. Work from home in select US states.
As a Retirement Plan Operations Specialist, you will learn plan administration, testing, and reporting through training and practical experience. You will review client documents, track progress, and explain year-end reporting requirements, including the annual Form 5500. The work supports entrepreneurs and small businesses nationwide.
Key Responsibilities: Obtain client information for annual retirement plan reporting
Review submitted documents for completeness and accuracy
Reconcile rollover and plan stock accounts using Excel
Complete 401(k)



testing and reporting through administration software
Prepare IRS Form 5500 filings using filing software
Requirements: Experience with document review and transaction processing
One to five years of adjacent financial operations experience
Proficiency with Microsoft Excel, Word, and Outlook
Retirement plan operations experience preferred
Reliable high-speed internet and designated workspace preferred
Apply your document review, Excel, and retirement plan interests to annual 401(k) reporting at Guidant Financial.

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📌 Remote Retirement Plan Operations Specialist (Quebec City)
🏢 Guidant Financial
📍 Quebec City