Retirement Plan Operations Specialist

What You'll Do

• Retirement Plan Operations Support
  • Administer and service qualified retirement plans, including 401(k), Profit Sharing, Cash Balance, Defined Benefit, MEPs, and PEPS.
  • Coordinate plan implementation, conversions, and onboarding of new clients.
  • Manage service requests and operational issues involving recordkeepers, custodians, TPAs, payroll providers, and investment managers.
  • Aid in plan governance deliverables, such as fee benchmarking, investment monitoring, fiduciary reviews, and plan health assessments.
  • Review plan reports, participant data, and operational workflows to ensure accuracy and efficiency.
  • Maintain compliance with plan timelines and support annual regulatory requirements.
  • Keep accurate client records, meeting notes, and service activity within CRM systems.
• Team Collaboration & Growth Initiatives
  • Collaborate with Retirement Plan Advisors to deliver exceptional client outcomes.
  • Assist in identifying opportunities to improve processes, enhance client service models, and increase operational efficiency.
  • Support business development efforts, including proposal preparation, benchmarking reports, and prospect presentations.
  • Utilize technology and industry best practices to enhance the retirement plan experience for clients and participants.

Qualifications

• 1-3 years of relevant work experience.
• Strong understanding of 401(k) plans and qualified retirement plan administration.
• Experience working with retirement plan recordkeepers, TPAs, custodians, and payroll providers.
• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Demonstrated problem-solving abilities and attention to detail.
• Proficiency with Microsoft Office Suite, including Excel, PowerPoint, Outlook, and Word.
• Ability to work both independently and collaboratively within a team environment.

Preferred

• Experience with Qualified Retirement plans such as 401(k), Profit Sharing, Defined Benefit, Cash Balance, MEPs, and PEPS.
• Experience within a retirement plan advisory, consulting, TPA, recordkeeping, or wealth management firm.
• Series 65 license (or willingness to obtain).
• Experience with CRM and retirement plan technology platforms.
• Bachelor’s degree in finance, Business, Economics, or a related field.

Compensation & Benefits

• Competitive salary with eligibility for Individual Performance Bonuses and Company Performance Bonuses.
• Base Salary: $55,000 - $60,000
• Total Compensation Potential: $65,000 - $75,000
• Significant long-term earnings potential tied to advisor professional development, client relationship management, and firm growth.
• Comprehensive Benefits Package:
  • 401(k) and HSA with employer match.
  • Two weeks of paid vacation and paid holidays off.
  • Access to Health, Dental, Vision, and Life Insurance.
  • Access to Ancillary Benefits (voluntary or supplemental benefits).
  • Continuing education support and resources.
  • Scholarships available for professional development designations.

About RMR Wealth

RMR Wealth is an independent, planning-first firm serving individuals, families, organizations, and institutions. With over $3 billion in assets under management, the firm is built to support long-term relationships, thoughtful growth, and enduring partnerships. For 40 years, RMR Wealth advisors have helped clients organize financial complexity, gain clarity through education, and make confident financial decisions through comprehensive planning and disciplined investment management.