401(k) Participant Education Specialist

Foundation Risk Partners • Winter Park, FL

12d • Remote

About The Position

A 401(k) Participant Education Specialist teaches employees about their employer-sponsored retirement plans, focusing on enrollment, investment choices, contribution strategies, and planning for retirement, using workshops, one-on-one meetings, and digital tools to simplify complex concepts like company match , loans , and withdrawal rules , bridging the gap between plan features and participant financial wellness to boost participation and understanding.

Requirements

• Financial Knowledge : Strong grasp of retirement plans, investing, and regulations.
• Communication : Excellent public speaking, presentation, and interpersonal skills.
• Education Focus : Ability to simplify complex financial topics for diverse audiences.
• Tech Savvy : Familiarity with retirement plan software and virtual communication tools.
• Bachelor’s degree in Business, Finance, Accounting, or a related field.
• 2–5 years of experience working with 401(k) plans
• Strong interpersonal, written, and verbal communication skills.
• High attention to detail and ability to manage multiple projects simultaneously.
• Proficiency with CRM systems and Microsoft Office Suite.
• Must hold Series 65 license

Responsibilities

• Educate on Plan Features : Explain plan rules, benefits, company matching, and enrollment processes.
• Provide Investment Guidance : Teach investment fundamentals, risk tolerance, and asset allocation (without giving specific investment advice to avoid liability).
• Conduct Educational Sessions : Lead group workshops, webinars, and one-on-one meetings.
• Promote Financial Wellness : Integrate broader financial literacy, behavioral finance, and retirement readiness concepts.
• Support Plan Sponsors : Help employers create effective education policies and meet their fiduciary duties.

Benefits

• FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental.
• We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees