Retirement Plan Specialist

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO.

The wage for this position is $23 per hour, equivalent to an annual salary of $47,840.

Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you?

For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career.

Our Values
Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way.

Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.

Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.

Role Summary

As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return.

Responsibilities include

• 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 the IRS Form 5500, using filing software
• Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents

Extra Tasks

• Share knowledge and explain complex topics simply
• Training on concepts for a Retirement Plan Administrator I
• Performs other duties as required