Retirement Benefits Specialist

Position Summary

The Retirement Benefits Specialist plays a key role in supporting the administration of employer-sponsored retirement plans, primarily 401(k) plans for small business clients. This position coordinates the enrollment process, ensures accurate and timely submission of participant information to retirement plan providers, maintains client records in the CRM system, and serves as a liaison between clients, employees, and retirement plan providers.

The ideal candidate is highly organized, detail-oriented, customer-focused, and capable of managing multiple projects and deadlines in a fast-paced environment.

Essential Duties and Responsibilities

• Coordinate new and ongoing 401(k) enrollments for client companies and their employees.
• Gather, review, and process enrollment forms and required documentation for accuracy and completeness.
• Submit enrollment information and related documentation to retirement plan providers in a timely manner.
• Communicate with employers and employees regarding enrollment requirements, deadlines, and outstanding items.
• Schedule enrollment meetings, employee education sessions, and client follow-up meetings.
• Maintain and update client and participant information within the CRM system.
• Monitor enrollment status and proactively follow up on incomplete or missing information.
• Coordinate with retirement plan providers regarding participant enrollments, plan changes, and administrative questions.
• Assist with onboarding new retirement plan clients and implementation activities.
• Prepare reports, spreadsheets, and correspondence related to retirement plan administration.
• Maintain accurate records and documentation in accordance with company procedures and regulatory requirements.
• Provide exceptional customer service to clients, participants, and business partners.
• Assist with special projects and other retirement administration duties as assigned.

Qualifications

• Associate's degree in Business, Human Resources, Finance, or a related field preferred; equivalent work experience may be considered.
• One to three years of experience in employee benefits, retirement plan administration, financial services, insurance, or an administrative coordination role preferred.
• Experience with CRM systems and Microsoft Office applications, particularly Outlook, Excel, and Word.
• Knowledge of 401(k) plans and retirement plan administration is preferred but not required.
• Strong organizational and project coordination skills.
• Excellent attention to detail and accuracy.
• Ability to manage multiple priorities and deadlines simultaneously.
• Strong verbal and written communication skills.
• Ability to handle confidential information with professionalism and discretion.
• Demonstrated customer service and relationship management skills.

Core Competencies

• Organization and time management
• Attention to detail
• Customer service orientation
• Communication and interpersonal skills
• Problem-solving and follow-through
• Collaboration and teamwork
• Adaptability and initiative
• Technology proficiency

Why Join Our Team?

We are committed to helping businesses and their employees prepare for a secure financial future. Our team values collaboration, exceptional service, and continuous learning. This position offers the opportunity to build expertise in retirement benefits while working closely with employers, employees, and retirement plan professionals in a supportive and professional environment.

● Must pass successful background check upon hiring

Benefits:

• Group Health Insurance

• Dental

• Vision

• Matching 401k

• Paid time off

Work Location: In person