A reputable financial services company is seeking a Retirement Plan Specialist to work remotely. You will be responsible for administering 401(k) plans, reviewing client documents, and ensuring accurate reporting. Ideal candidates should possess strong communication skills, attention to detail, and have an educational background in business or finance. Join a supportive team focused on empowering small business entrepreneurs and enjoy comprehensive benefits, including health coverage, paid time off, and flexible work arrangements.#J-18808-Ljbffr
Remote Retirement Plan Specialist - 401(k) Administration
Guidant Financial helps individuals secure small business funding to start, buy, or grow a business through innovative solutions like Rollovers as Business Startups (ROBS) and SBA loans.
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About Guidant Financial
Learn more about Guidant Financial and their company culture.
Guidant Financial understands that securing funding can be a significant hurdle for aspiring and current small business owners. That's why we take an educational and transparent approach to small business and franchise financing. Our customers face the challenge of navigating complex financing options, and our team of financing experts is dedicated to helping them understand their choices and develop personalized solutions tailored to their business's specific needs. We are in the business of empowering entrepreneurs. Since our founding in 2003 by David Nilssen and Jeremy Ames, with just $10,000 and a laptop, our mission has been to help individuals realize their dreams of small business ownership. We recognized that many potential business owners have valuable retirement funds but are unsure how to leverage them to start or buy a business.
Our customers benefit from our industry-leading expertise in innovative small business funding, particularly Rollovers for Business Start-ups (ROBS). This allows entrepreneurs to use their eligible retirement funds to invest in a business without incurring tax penalties or taking on debt. We structure more ROBS arrangements each year than any other provider and maintain a spotless IRS track record. Beyond ROBS, we offer a comprehensive suite of funding solutions, including SBA loans, unsecured loans, portfolio loans, and equipment leasing. We've assisted over 30,000 entrepreneurs and facilitated over $4 billion in funding across all 50 states. Our commitment extends beyond just funding; we also provide business services like payroll, bookkeeping, tax support, and 401(k) administration to support small business owners throughout their journey. We strive to empower our employees just as we empower the entrepreneurs we serve, fostering a culture of excellence, adaptability, and connection. Our ultimate vision is to 'increase the number of people who succeed in small business,' and we work diligently with our clients, partners, and employees to make this a reality.
Tech stack
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Employee benefits
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Paid Parental Leave
Paid leave for new parents.
Fully Remote
Option to work fully remotely.
Life Insurance
Company provided life insurance.
Generous 401(k) Matching Program
Generous 401(k) matching program.
Guidant Financial
Company size
51-200 employees
Founded in
2003
Chief executive officer
Jeremy Ames
Markets
Employees live in
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