Retirement Plan Specialist

Nextep•Norman, OK

22h

About The Position

Our retirement plan support specialists help our clients and their employees navigate the confusing world of 401(k) accounts. They are detail-oriented and love working with clients to answer their questions and put them on a path to a healthy retirement. If you’re a great communicator and have some 401(k) knowledge, we want to meet you! A day in the life of a retirement plan support specialist includes supporting our clients and their employees with 401(k) knowledge, working closely with the retirement plan manager and benefits team, and administering Nextep’s 401(k) plan. This role requires an eye for detail because you’ll be monitoring eligibility, enrollment, and participation changes, as well as handling mergers/transfers of prior retirement plan assets and reconciliation and reporting. Manage the new adopter installation process with Nextep’s 401(k) partner to ensure timely and compliant plan installation. Develop and distribute communication materials, including newsletters and guides, to promote retirement plan awareness and engagement among employees.

Requirements

High school diploma or equivalent.
At least one to two years of benefits, 401(k), or customer service experience.
Some ERISA experience in the retirement industry.

Responsibilities

Support clients and their employees with 401(k) knowledge.
Work closely with the retirement plan manager and benefits team.
Administer Nextep’s 401(k) plan.
Monitor eligibility, enrollment, and participation changes.
Handle mergers/transfers of prior retirement plan assets.
Perform reconciliation and reporting.
Manage the new adopter installation process with Nextep’s 401(k) partner to ensure timely and compliant plan installation.
Develop and distribute communication materials, including newsletters and guides, to promote retirement plan awareness and engagement among employees.