18159-Retirement Plan Specialist - AZ - On Site

Distro • Chandler, AZ

6h • Onsite

About The Position

The Retirement Plan Specialist supports the setup and administration of employer-sponsored 401(k) plans, including recordkeeper transfers. The role provides service to employers and plan participants by answering questions and resolving issues related to plan operations, eligibility, contributions, and compliance. The specialist works with internal teams and external partners to ensure accurate execution and client satisfaction.

This position requires regular on-site attendance in a professional office environment. It involves extended periods of computer and screen use, in-person collaboration and meetings, and occasional movement within the office or during travel. The work setting is climate controlled, with typical office lighting and low to moderate noise levels. Travel may involve client sites, airports, hotels, or conference venues.

The role requires accuracy, organization, effective communication, active listening, sound judgment, and the ability to manage multiple deadlines in a fast-paced, compliance-driven environment. The position is eligible for medical, dental, and vision insurance; a 401(k) with company match; PTO, holidays, parental leave and sick leave as required by applicable state law; and other benefits including life and disability insurance, an employee assistance program, flexible spending and health savings accounts, identity theft protection, critical illness, accident, cancer, hospital protection, legal, and pet insurance.

Requirements

• At least two years of experience in client-facing customer service and relationship management.
• Proficiency with Microsoft Office applications, including Outlook, Microsoft Teams, Excel, Word, and PowerPoint, and ability to learn other applications.
• Demonstrated competency in computer operations, data entry, file management, and navigating software platforms accurately and efficiently.
• Ability to read, understand, and interpret written materials such as policies, procedures, and technical documentation.
• Ability to write clear and accurate routine reports, internal correspondence, and documentation.
• Effective, professional, and respectful communication with internal teams, external partners, stakeholders, and people at all organizational levels.
• Ability to work under supervision while showing initiative and accountability when completing tasks independently.
• Strong work ethic, reliability, integrity, confidentiality, and commitment to quality and continuous improvement.
• Ability to listen actively, understand client needs, and provide clear, accurate guidance on retirement plan features, processes, and compliance requirements.
• Calm, solution-oriented approach to complex or escalated situations.
• Attention to detail when reviewing plan documents, processing transactions, verifying data, and interpreting regulatory requirements.
• Ability to prioritize multiple tasks and deadlines in a fast-paced environment and maintain accuracy under pressure.
• Flexibility to support team service goals and adapt to process changes, regulatory updates, and evolving business needs.
• Ability to apply retirement plan rules, regulatory requirements, and internal procedures consistently.
• Analytical and problem-solving skills to research discrepancies, resolve transaction issues, and support escalated inquiries.
• Ability to clearly explain retirement plan processes and complex HR, legal, and compliance-related concepts to audiences with varying levels of understanding.
• Ability to collaborate with internal departments, recordkeepers, advisors, and peers, including in sensitive or escalated situations.
• Ability to communicate with people from diverse cultural backgrounds with awareness and sensitivity.

Nice To Haves

• Associate or bachelor’s degree in business, finance, human resources, or a related field, or an equivalent combination of experience, skills, and education.
• Experience in 401(k) administration.
• ASPPA or NIPA credentials, or willingness to earn one within 12 months.

Responsibilities

• Assist with onboarding new 401(k) plans by gathering initial documentation and coordinating setup tasks.
• Support distribution of participant notices and employer communications during implementation.
• Respond to employer and participant questions about plan operations, eligibility, contributions, and general inquiries.
• Coordinate 401(k) recordkeeper transfers with clients, recordkeepers, and internal teams to support accurate and timely execution.
• Guide customers and participants through recordkeeper transitions and help resolve related issues and concerns.
• Monitor contribution submissions and assist with updates to contribution rates and eligibility tracking.
• Collaborate with sales and senior leadership to support timely and accurate plan administration.
• Help coordinate employer training sessions and provide guidance on plan processes, deadlines, and transfer 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.
• Maintain accurate records and documentation in accordance with internal procedures and regulatory requirements.
• Update CRM data to accurately record client information, interactions, and service activities.
• Collaborate with the team to complete work accurately and on time for the assigned book of business.
• Attend team meetings, training sessions, webinars, and professional development activities.
• Support team initiatives and project-based work as required.
• Build and maintain working relationships with colleagues across disciplines to coordinate communications and client services.
• Complete projects and other duties as assigned by the supervisor.
• Maintain regular on-site attendance.

Benefits

• Medical, dental, and vision coverage.
• 401(k) with company match.
• PTO, holidays, parental leave, and sick leave as required by applicable state law.
• Life insurance.
• Short-term disability and long-term disability insurance.
• Employee assistance program (EAP).
• Flexible spending account (FSA).
• Health savings account (HSA).
• Identity theft protection.
• Critical illness, accident, cancer, and hospital protection coverage.
• Legal insurance.
• Pet insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed