Remote Retirement Plan Specialist

Guidant Financial

Augusta (GA)

On-site

USD 44,100 - 53,900

Full time

14 days+

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Benefits offered by this job

ESOP-focused culture

Competitive salary

Generous PTO and holidays

Remote work flexibility

Job summary

Guidant Financial offers a fully remote Retirement Plan Specialist role, joining a team committed to helping entrepreneurs nationwide launch their businesses. You will learn to administer, test, and report on 401(k) plans, reviewing documentation, and guiding clients through year-end filings, including the IRS Form 5500.

You’ll grow through accelerated training, hands-on practice, and ongoing education, with a culture focused on accountability, ownership, and shared success as Guidant moves

Qualifications

Excellent verbal and written communication skills.
Meticulous attention to detail and proactive problem-solving.
Proficiency in Microsoft Excel, Word, and Outlook.
Associate's or bachelor's degree in business, finance, or related field (or equivalent experience).
Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations is preferred.

Responsibilities

Work with clients to obtain information to prepare annual reporting.
Review documents for completeness and accuracy.
Reconcile plans using Excel and administration software.
Complete 401(k) testing and reporting.
Prepare IRS Form 5500 and other required filings.
Educate clients on 401(k) plan administration.

Skills

Communication skills

Detail-oriented

Customer service

Analytical skills

Microsoft Excel

Microsoft Word

Microsoft Outlook

Education

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

Tools

Excel

Word

Outlook

Job description

You’ll grow through accelerated training, hands-on practice, and ongoing education, with a culture focused on accountability, ownership, and shared success as Guidant moves

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