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Retirement Plan Specialist - Remote

Posted 17 weeks ago
Finance / Legal
Full Time
USA
$23/hour

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Overview

This is a fully remote position for a Retirement Plan Specialist at Guidant Financial, where you will help clients with the administration of their 401(k) plans.

In Short

  • Work with clients to obtain necessary information for annual reporting.
  • Review documents submitted by clients for completeness and accuracy.
  • Reconcile plans using Excel and administration software.
  • Utilize software to complete 401(k) testing and reporting.
  • Make outgoing reminder calls and send emails to clients.
  • Prepare required government filings, including IRS Form 5500.
  • Educate clients on the administration of their 401(k) plans.
  • Share knowledge and explain complex topics simply.
  • Train on concepts for a Retirement Plan Administrator I.
  • Perform other duties as required.

Requirements

  • Strong communication skills.
  • Attention to detail.
  • Ability to work independently.
  • Familiarity with Excel and administration software.
  • Knowledge of 401(k) plans is a plus.

Benefits

  • Work from home flexibility.
  • In-depth training and practical experience.
  • Opportunity to empower entrepreneurs.
  • Supportive company culture focused on adaptability and excellence.
Guidant Financial logo

Guidant Financial

Guidant Financial is a reputable and thriving company dedicated to empowering entrepreneurs and enhancing the success of small businesses across the United States. With over 21 years of experience, Guidant has facilitated the launch of more than 20,000 businesses and contributed to the creation of nearly 100,000 jobs by providing innovative funding solutions and cutting-edge technology. The company values adaptability, connection, and excellence, fostering a culture that encourages personal and professional growth. Guidant Financial offers a fully remote work environment, competitive salaries, comprehensive benefits, and a commitment to equity and inclusion, making it an ideal place for motivated individuals to thrive.

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