Senior Retirement Specialist

Responsibilities

• Manage a book of retirement plan clients, serving as the primary day-to-day contact while building trusted client relationships through proactive service, retirement plan expertise, timely issue resolution, and appropriate escalation of complex matters.
• Conduct client meetings, communicate plan updates and service initiatives, and document client interactions, service requests, action items, and follow-up activities to ensure timely completion of deliverables.
• Administer MEPs, PEPs, and standalone retirement plans in accordance with plan provisions, company policies, and regulatory requirements, including contribution reconciliation and maintenance of accurate plan records and documentation.
• Review and process participant enrollments, distributions, loans, rollovers, hardship withdrawals, and beneficiary transactions.
• Cook with and process payroll providers, recordkeepers, TPAs, consultants, plan sponsors, and internal teams to review contributions, resolve discrepancies, and address operational issues.
• Assist with onboarding new retirement plan clients, plan conversions, and implementation projects.
• Partner with compliance teams, TPAs, consultants, auditors, and service providers to support annual compliance requirements, communicate testing results and corrective actions to clients, and coordinate documentation and responses for plan audits.
• Maintain current knowledge of IRS, DOL, ERISA, SECURE Act, and retirement industry regulations.
• Mentor, train, and coach 401(k) Specialists and less experienced team members on retirement plan administration, client service standards, operational procedures, issue resolution, escalation management, and service best practices.
• Support departmental goals by developing and improving SOPs, identifying process improvement opportunities, and participating in system enhancements, strategic initiatives, and special projects that strengthen retirement plan operations, service delivery, and risk management.

Qualifications

• A bachelor’s degree in business administration, Finance, Human Resources, Accounting, or related field is preferred.
• Equivalent combination of education and relevant retirement industry experience will be considered.
• 5+ years of experience in retirement plan administration, compliance, consulting, recordkeeping, or a related field is required.
• Experience managing a book of retirement plan clients and serving as a primary client contact is required.
• Excellent client relationship management and communication skills are required.
• Strong knowledge of qualified retirement plan administration, regulatory requirements, compliance testing, audits, employer contribution calculations, and corrective actions is required.
• Strong organizational and project management abilities, including the ability to prioritize multiple deadlines while maintaining accuracy and service standards is required.
• Demonstrated ability to mentor, train, and support junior team members is required.
• Proficient in Microsoft Excel, Word, and PowerPoint, with strong analytical and data management skills is required.
• Advanced Microsoft Excel skills, including reporting, reconciliation, and data analysis is preferred.
• ASPPA, ERPA, or other Retirement Plan licensures are a plus, but not required.