Remote Retirement Plan Specialist | Grow Your Impact

Guidant Financial; Duluth (MN); Remote; USD 44,100 - 53,900; Full time

Benefits offered by this job

Comprehensive health coverage

Competitive salary

3 weeks of paid time off

Wellness benefits

Flexible work arrangements

Job summary

A leading financial services company is seeking a Retirement Plan Specialist to provide remote support to clients managing their 401(k) plans. You will be responsible for document review, client communication, and preparation of government filings. Ideal candidates possess strong communication skills, attention to detail, and a degree in business or finance. Enjoy flexible work arrangements and a supportive environment, contributing to empowering entrepreneurs and ensuring their businesses thrive.

Qualifications

• Must be 18 years of age.
• Ability to work in an autonomous environment.
• Basic knowledge of 401(k) plan structure and IRS/DOL regulations is preferred.

Responsibilities

• Work with clients to obtain necessary information for 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

Meticulous attention to detail

Customer service

Organization

Collaboration

Math and analytical skills

Education

Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent experience

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A leading financial services company is seeking a Retirement Plan Specialist to provide remote support to clients managing their 401(k) plans. You will be responsible for document review, client communication, and preparation of government filings. Ideal candidates possess strong communication skills, attention to detail, and a degree in business or finance. Enjoy flexible work arrangements and a supportive environment, contributing to empowering entrepreneurs and ensuring their businesses thrive.