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Sr. 401(k) Plan Administrator

Guidant Financial

in AZ / FL / ID / NC

Guidant Financial

At Guidant Financial, we empower entrepreneurs by improving how they fund and grow their small businesses. Our team is growing rapidly and so is our impact – we’ve helped over 16,000 entrepreneurs and created over 85,000 jobs. Our purpose goes beyond supporting entrepreneurs; we want our employees to feel equally empowered to forge their own career path. By joining our team, you will have an opportunity to shape our company’s future. If you have a passion for entrepreneurship, a hunger to learn and love working alongside others who feel the same, let’s talk!


Passion: You champion our mission and think like an entrepreneur.

Adaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along.

Community: Connection is important. You lift others up because when they grow you grow.

Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.

What You’ll Be Doing

  • Work with clients to obtain necessary information to prepare the annual reporting and testing.
  • Perform different types of testing, including but not limited to: discrimination, coverage and top heavy testing.
  • Calculate allocations, distributions and matching contributions for 401(k) plans.
  • Accurately reconcile plan assets.
  • Prepare participant loan origination documents.
  • Prepare required government filings, including the annual 5500 return.
  • Educate clients in regards to the administration of their 401(k) Plans.

What You Bring

  • The position requires a minimum of 3 years’ experience in administration for defined contribution plans, including testing and preparation of annual 5500 returns.
  • Proficiency in using Microsoft Excel, Word, and Outlook.
  • Demonstrates a good understanding of rules and regulations associated with 401(k) plans.
  • Applicant must have experience working with pension administration software.
  • Excellent communication, organizational, and computer skills.
  • Applicant must be able to work independently, multi-task and establish own priorities based on workload and client need.
  • Ability to work as part of a team to meet company objectives.
  • Demonstrates adequate math and analytical skills.


  • Prefer Bachelor’s degree in Business, Finance or Mathematics.
  • Prefer relevant ASPPA or NIPA certifications.


Start-up culture with long-term stability

  • Smaller teams, bigger impact
  • Profitable company with year over year growth

Opportunity to grow with us

  • Emerging Leader Program
  • Entrepreneur Guest Speakers
  • Job shadowing and cross-functional projects

Close-knit Community: Bring your whole self to work

  • Casual dress
  • Companywide celebrations
  • Community involvement and service events
  • Annual Office Olympics

Competitive benefits and perks

  • Diverse healthcare plans, with options for 100% employer paid coverage
  • Plenty of PTO, starting with 3 weeks your first year
  • Generous 401k match
  • Paid parental leave
  • Employee Referral Program

Additional Information:

  1. A relocation package is available for successful candidates.
  2. Compensation is $55,000 to $65,000 annually.
  3. This role may be available in the following locations: Boise, Charlotte, Raleigh, Tampa, Phoenix.
  4. This role is NOT eligible for telecommuting

How to Apply

Apply on our website:

This ad has been viewed 924 times. It expires on 10/24/2018.

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