Retirement Plan Manager

The Retirement Plan Specialist supports the setup and administration of employersponsored 401(k) plans, including assisting with recordkeeper transfers. This role provides responsive service to employers and participants, helping resolve issues and answer questions related to plan operations, eligibility, contributions, and compliance. The specialist works closely with internal teams and external partners to ensure accurate execution and client satisfaction.

Essential Duties and Responsibilities Assist with onboarding new 401(k) plans, including gathering initial documentation and coordinating set-up tasks. Support the distribution of participant notices and employer communications during implementation. Provide responsive customer service to employers and participants regarding plan operations, including eligibility, contributions, and general inquiries. Facilitate 401(k) recordkeeper transfers by coordinating with clients, recordkeepers, and internal teams to ensure accurate and timely execution. Assist customers and plan participants with questions and concerns related to recordkeeper transitions, providing clear guidance and issue resolution. Monitor contribution submissions and assist with updates to contribution rates and eligibility tracking. Collaborate with sales and senior leadership to ensure timely and accurate plan administration. Help coordinate employer training sessions and provide guidance on plan processes, deadlines, and transfer-related procedures. Assist with preparation and review of compliance documentation, including nondiscrimination testing and Form 5500 support. Identify and escalate operational issues or compliance concerns to senior team members for resolution. Maintain accurate records and documentation in accordance with internal procedures and regulatory requirements. Maintain and update CRM data to ensure client information, interactions, and service activities are accurately recorded. Participate in team meetings, training sessions, and ongoing professional development. Collaborate closely with team to ensure tasks and responsibilities are completed accurately and on time for assigned book of business. Regular on-site attendance is an essential job function due to the need for secure access to systems, collaboration on sensitive technical matters, participation in operational meetings, and hands-on involvement. Support team initiatives and project-based work as required. Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients. Attend webinars and training to stay up to date on best practices related to the company and department. Complete projects and other duties as assigned by supervisor. Knowledge, Skills, and Abilities Demonstrated competency in computer operations, including data entry, file management, and navigating various software platforms with efficiency and accuracy. Strong ability to read, understand, and interpret a variety of written materials including policies, procedures, and technical documentation. Skilled in composing routine reports, internal correspondence, and documentation with clarity, accuracy, and attention to detail. Capable of communicating effectively, professionally, and respectfully with individuals at all organizational levels, including internal teams, external partners, and stakeholders. Capable of working effectively under supervision while also demonstrating initiative and accountability in completing tasks independently. Maintains a strong work ethic, reliability, and commitment to excellence in all responsibilities, with a focus on integrity, confidentiality, and continuous improvement. Able to actively listen, understand client needs, and provide clear, accurate guidance on retirement plan features, processes, and compliance requirements Ability to maintain a calm, solution-oriented approach even in escalated or complex situations. Ensures precision when reviewing plan documents, processing transactions, verifying data, and interpreting regulatory requirements. Effectively prioritizes multiple tasks and deadlines in a fast-paced environment. Demonstrates flexibility in supporting broader service goals, willingly steps in to help teammates, and contributes to a positive, high-performance team culture. Adapts quickly to process changes, regulatory updates, and evolving business needs.

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