Remote Retirement Plan Admin Specialist

Guidant-Financial

Minnesota

On-site

USD 44,000 - 54,000

Full time

14 days+

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Benefits offered by this job

Health coverage
3 weeks PTO + 11 holidays
Remote work from home
ESOP culture

Job summary

Guidant Financial is seeking a Retirement Plan Specialist to learn the full process of administering, testing and reporting on 401(k) plans in a fully remote role. You will review client documents, keep clients updated on progress and help prepare year-end filings including the IRS Form 5500, while growing toward an ESOP-focused career.

This role supports entrepreneurs nationwide and provides accelerated training, ongoing development, and a collaborative culture aligned with Guidant's values.

Qualifications

  • Bachelor's or Associate degree in business/finance or related field.
  • Strong written and verbal communication; detail-oriented and organized.
  • Experience in customer service or client communications preferred.

Responsibilities

  • Review client documents for completeness and accuracy.
  • Communicate progress to clients and obtain required information.
  • Prepare 401(k) plan government filings, including IRS Form 5500.
  • Use administration software to complete testing and reporting.
  • Provide education to clients on plan administration and documents.

Skills

Strong communication
Attention to detail
Microsoft Excel
Organization
Customer service
Autonomy
Teamwork

Education

Associate's or Bachelor's degree in business, finance, or related field

Tools

MS Office
Excel/Office suite

Job description

Guidant Financial is seeking a Retirement Plan Specialist to learn the full process of administering, testing and reporting on 401(k) plans in a fully remote role. You will review client documents, keep clients updated on progress and help prepare year-end filings including the IRS Form 5500, while growing toward an ESOP-focused career.

This role supports entrepreneurs nationwide and provides accelerated training, ongoing development, and a collaborative culture aligned with Guidant's values.

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