Remote Retirement Plan Specialist — 401(k) Admin

Guidant Financial

Troy (MI)

On-site

USD 41,650 - 56,350

Full time

14 days+

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Benefits offered by this job

Ownership Matters ESOP orientation
Health coverage
3 weeks paid time off
11 paid holidays
Flexible work from home
Company events
401k match

Job summary

Guidant Financial is seeking a Retirement Plan Specialist for a fully remote role, nationwide. You will learn to administer, test and report on 401(k) plans, review client documents, and communicate progress to clients throughout the plan year.

The role emphasizes accelerated learning and practical experience, with emphasis on year-end government filings including Form 5500. Excellent communication and Excel skills are required to succeed in this autonomous position.

Qualifications

  • Excellent verbal and written communication skills.
  • Meticulous attention to detail and proactive problem solving.
  • Proficiency in Microsoft Excel, Word, and Outlook.
  • Strong customer service, organization, and collaboration abilities.
  • Adequate math and analytical skills.
  • Ability to work autonomously in a remote environment.

Responsibilities

  • Work with clients to obtain information for annual reporting.
  • Review documents for completeness and accuracy.
  • Reconcile plans using Excel and administration software.
  • Perform 401(k) testing and reporting tasks.
  • Make reminder calls and email clients during plan year reporting.

Skills

Communication
Attention to detail
Customer service
Organization
Analytical skills
Self-directed work

Education

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

Tools

Microsoft Excel
Microsoft Word
Microsoft Outlook

Job description

Guidant Financial is seeking a Retirement Plan Specialist for a fully remote role, nationwide. You will learn to administer, test and report on 401(k) plans, review client documents, and communicate progress to clients throughout the plan year.

The role emphasizes accelerated learning and practical experience, with emphasis on year-end government filings including Form 5500. Excellent communication and Excel skills are required to succeed in this autonomous position.

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