Remote Retirement Plan Specialist - 401(k) Administration

Guidant Financial; Tucson (AZ); Remote; USD 44,100 - 53,900; Full time

Benefits offered by this job

Comprehensive health coverage

Paid parental leave

Generous 401k match

3 weeks of paid time off

Flexible work arrangements

Job summary

A leading financial services provider is seeking a Retirement Plan Specialist to assist clients with 401(k) plans. This role offers fully remote work and involves reviewing documents, preparing annual filings, and educating clients about their plans. The ideal candidate will have strong communication skills, attention to detail, and a degree in a related field. Join a culture that values employee voices and fosters professional growth while you help entrepreneurs achieve their dreams.

Qualifications

• Must be 18 years of age.
• Meticulous attention to detail and proactive problem solving.
• Basic knowledge of 401(k) plan structure preferred.

Responsibilities

• Obtain necessary information to prepare the annual reporting.
• Review documents submitted by clients for completeness.
• Prepare required 401(k) plan government filings, including IRS Form 5500.

Skills

Excellent verbal and written communication skills

Customer service skills

Organization skills

Collaboration skills

Proficiency in Excel

Analytical skills

Education

Associate’s or bachelor’s degree in a related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A leading financial services provider is seeking a Retirement Plan Specialist to assist clients with 401(k) plans. This role offers fully remote work and involves reviewing documents, preparing annual filings, and educating clients about their plans. The ideal candidate will have strong communication skills, attention to detail, and a degree in a related field. Join a culture that values employee voices and fosters professional growth while you help entrepreneurs achieve their dreams.