Retirement Plan Specialist

EisnerAmper • Boston, MA

2d

About The Position

Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance. Prosperity- An EisnerAmper Company is seeking a detail-oriented Retirement Plan Specialist (RPS) to join our wealth management team. The RPS will oversee the daily operations and administration of our clients’ retirement plans, including 401(k) and small business plans. This role is the primary contact for plan sponsors and participants, ensuring exceptional service, compliance, and operational efficiency. What it Means to Work for Prosperity: You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top “Places to Work” awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

Requirements

• Bachelor’s degree or 4+ years of experience in 401ks required.
• 2+ years of proven experience in retirement plan administration, preferably in a wealth management or financial service environment.
• Strong organizational, verbal, and written communication skills.
• Excellent client service and attention to detail.
• Proficiency with retirement plan platforms (RPAG) and Microsoft Office Suite (Excel and PowerPoint).

Nice To Haves

• Familiarity with Cash Balance Combination Plan arrangements and Non-Qualified Retirement Plans is preferred.
• Series 6, 7, or 65 license preferred.

Responsibilities

• Manage, prepare, and present materials for retirement plan fiduciary review meetings including investment research, fee-benchmarking analysis, and compliance reporting.
• Advise plan sponsors on investments, compliance regulations, and plan design options.
• Serve as the primary resource for plan sponsors, coordinating with recordkeepers and third-party administrators to resolve issues and ensure effective plan administration.
• Develop, prepare, and present materials for retirement plan participant education meetings.
• Provide plan participants with guidance on retirement preparation, procedural details, and in resolving issues with vendors.
• Assist with new business opportunities, plan analysis, and onboarding.
• Collaborate with recordkeepers, TPAs, and internal teams to maintain accurate plan records, facilitate investment updates, plan design changes, and ensure fiduciary responsibilities are met.
• Prepare and distribute client communication and educational materials.

What This Job Offers

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