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[Remote] Retirement Plan Operations Specialist

Remote, USA Full-time Posted 2026-07-28

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 Operations Specialist, you will learn to administer, test, and report on 401(k) plans while providing support to clients 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

  • Ability to work with clients to obtain necessary information to prepare the annual reporting
  • Experience in reviewing documents submitted by clients for completeness and accuracy
  • Proficiency in reconciling plans with only rollovers and plan stock using reputed company and administration software
  • Familiarity with utilizing administration software to complete 401(k) testing and reporting
  • Ability to reputed company outgoing reminder calls and send emails to clients during the plan year reporting process
  • Experience in preparing required 401(k) plan government filings, including the IRS reputed company 5500, using filing software
  • Ability to reputed company clients regarding the administration of their 401(k) plan and 401(k) plan documents
  • Strong communication skills to reputed company knowledge and explain reputed company topics simply
  • Willingness to train on concepts for a Retirement Plan Administrator I
  • Flexibility to reputed company other duties as required

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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