18159-Retirement Plan Specialist - AZ - On Site

Distro•Chandler, AZ

2d•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 responsive service to employers and participants, 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. The position is performed on site in a professional, climate-controlled office environment. Regular on-site attendance is essential for secure system access, collaboration on sensitive technical matters, operational meetings, and hands-on involvement. The work involves regular computer and standard office equipment use, extended screen time, in-person collaboration, and minimal exposure to physical hazards. The position is eligible for medical, dental, and vision coverage; a 401(k) with company match; PTO, holidays, parental leave, and sick leave as required by applicable state law; life insurance; short- and long-term disability; an employee assistance program; flexible spending and health savings accounts; identity theft protection; critical illness, accident, cancer, and hospital protection; and legal and pet insurance.

Requirements

Two years of experience in client-facing customer service and relationship management.
Proficiency with Microsoft Office, 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 compose clear and accurate routine reports, correspondence, and documentation.
Professional and effective communication with internal teams, external partners, stakeholders, and individuals at all organizational levels.
Ability to work under supervision while demonstrating initiative and accountability when completing tasks independently.
Reliability, integrity, confidentiality, strong work ethic, and commitment to accuracy and continuous improvement.
Ability to listen to client needs and provide clear, accurate guidance on retirement plan features, processes, and compliance requirements.
Calm, solution-oriented approach to complex or escalated situations.
Precision in reviewing plan documents, processing transactions, verifying data, and interpreting regulatory requirements.
Ability to prioritize multiple tasks and deadlines in a fast-paced environment and adapt to process changes, regulatory updates, and evolving business needs.
Ability to follow and consistently apply retirement plan rules, regulatory requirements, and internal procedures.
Analytical and problem-solving skills to research discrepancies, resolve transaction issues, and support escalated inquiries.
Sound judgment within defined guidelines when identifying errors and determining next steps.
Ability to work effectively under pressure while meeting service deadlines and maintaining accuracy.
Ability to collaborate effectively with internal departments, recordkeepers, advisors, and peers, including communicating sensitively with people from diverse cultural backgrounds.
Regular on-site attendance.

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, gathering initial documentation, and coordinating setup tasks.
Support distribution of participant notices and employer communications during implementation.
Provide customer service to employers and participants regarding plan operations, eligibility, contributions, and general inquiries.
Coordinate 401(k) recordkeeper transfers with clients, recordkeepers, and internal teams to ensure accurate and timely execution.
Guide customers and participants through recordkeeper transitions and resolve related issues.
Monitor contribution submissions and assist with contribution rate updates and eligibility tracking.
Collaborate with sales and senior leadership to support timely and accurate plan administration.
Help coordinate employer training 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.
Maintain and update CRM data, including client information, interactions, and service activities.
Participate in team meetings, training sessions, webinars, and ongoing professional development.
Work with the team to complete assigned book-of-business tasks accurately and on time.
Support team initiatives and project-based work as required.
Build and maintain productive relationships with team members and peers across disciplines to coordinate client communications and services.
Complete projects and other duties as assigned by the supervisor.

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 and long-term disability.
Employee assistance program (EAP).
Flexible spending account (FSA) and health savings account (HSA).
Identity theft protection.
Critical illness, accident, cancer, and hospital protection.
Legal and pet insurance.