401(k) Specialist

Responsibilities

• Oversight and management of 401(k) plans for clients to ensure compliance with ERISA and IRS regulations
• Education and communication to plan participants regarding their benefits and options
• Aid in plan documentation, reporting, and recordkeeping
• Respond to client inquiries and resolve issues related to plan administration
• Monitor plan performance and make recommendations for improvements
• Stay updated on regulatory changes impacting retirement plans and communicate relevant information to clients
• Collaborate with compliance and accounting teams to ensure accuracy in plan management

Requirements

• Bachelor's degree in finance, business, or a related field preferred
• Minimum of 2 years of experience in 401(k) plan administration or similar retirement plan experience
• Strong understanding of ERISA, IRS regulations, and compliance issues related to 401(k) plans
• Excellent communication and interpersonal skills
• Detail-oriented with strong analytical and problem-solving skills
• Proficient in Microsoft Office Suite and retirement plan recordkeeping systems
• Ability to work independently and manage multiple priorities effectively