18159-Retirement Plan Specialist - AZ - On Site
Core
Supports the setup and administration of employer-sponsored 401(k) plans, assisting with recordkeeper transfers and providing responsive service to employers and participants regarding plan operations, eligibility, and compliance.
Role type
Retirement Plan Specialist
Builds
Employer-sponsored 401(k) plans and participant services
Domain
HR technology and service / Retirement planning
Deliverable
client delivery
Required skills
401(k) plan administration, recordkeeper transfers, compliance documentation, customer service, data entry, regulatory interpretation
Preferred skills
ASPPA or NIPA certification, Microsoft Office proficiency, client relationship management
Responsibilities
Assist with onboarding new 401(k) plans, facilitate recordkeeper transfers, monitor contribution submissions, prepare compliance documentation, maintain CRM data, coordinate employer training sessions
Seniority
Mid-level, client-facing specialist
