Remote Retirement Plan Specialist — Training & Growth

Guidant Financial; Minnesota; On-site; USD 48,000 - 51,000; Full time

Benefits offered by this job

ESOP company

Health benefits

Paid time off

Flexible remote work

Job summary

Guidant Financial offers a fully remote Retirement Plan Specialist role, enabling you to work from home while serving entrepreneurs nationwide. We recruit in select states and provide a wage of $23.55 per hour (about $49,000 annually).

You will review 401(k) documents, assist with year‑end reporting, prepare IRS Form 5500, and educate clients on plan administration. Candidates need strong communication, attention to detail, Excel/Word/Outlook skills, and an associate’s or bachelor’s degree (or

Qualifications

• Must be 18 years of age.
• Excellent verbal and written communication skills.
• Meticulous attention to detail and proactive problem-solving.
• Skills in customer service, organization, and collaboration.
• Adequate math and analytical skills.
• Proficiency in using Microsoft Excel, Word, and Outlook.
• Associate's or bachelor's degree in a related field or equivalent work experience preferred.
• Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred.
• Ability to work in an autonomous environment where you can be a self-directed worker.
• Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen

Responsibilities

• Work with clients to obtain necessary information to prepare the annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Reconcile plans with only rollovers and plan stock using Excel and administration software.
• Utilize administration software to complete 401(k) testing and reporting.
• Make outgoing reminder calls and send emails to clients during the plan year reporting process.
• Prepare required 401(k) plan government filings, including IRS Form 5500, using filing software.
• Educate clients regarding the administration of their 401(k) plan and plan documents.
• Share knowledge and explain complex topics simply.
• Training on concepts for a Retirement Plan Administrator I.
• Performs other duties as required.

Skills

Verbal and written communication

Attention to detail

Customer service

Organization

Collaboration

Analytical skills

Excel

Word

Outlook

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Guidant Financial offers a fully remote Retirement Plan Specialist role, enabling you to work from home while serving entrepreneurs nationwide. We recruit in select states and provide a wage of $23.55 per hour (about $49,000 annually).

You will review 401(k) documents, assist with year‑end reporting, prepare IRS Form 5500, and educate clients on plan administration. Candidates need strong communication, attention to detail, Excel/Word/Outlook skills, and an associate’s or bachelor’s degree (or