Retirement Plans Specialist
About The Position
We’re seeking a seasoned Retirement Plans Specialist to join our team and play a key role in shaping the future of our retirement benefits strategy. This position supports the administration of complex retirement plans, ensures compliance with federal and state regulations, and provides strategic guidance to employees navigating their retirement options. Your work will directly impact our ability to recruit, retain, and empower top talent—making a meaningful contribution to the organization’s long-term success. If you bring advanced analytical skills and a deep understanding of retirement plan administration, this is your opportunity to make a lasting difference in the lives of employees and the strength of the enterprise. Certified Retirement Plan Specialist (CRPS), PHR, or SPHR certifications preferred.
Requirements
- Bachelor’s degree in Business Administration, Human Resources, Accounting, or related field or equivalent business experience.
- 5 years - Experience in retirement plans administration, and HR.
- Experience with retirement plan software and compliance tools.
- Familiar with retirement plan software and payroll systems.
- Strong understanding of ERISA, IRS guidelines, and investment principles.
- Ability to interpret financial data.
- Ability to build trust and rapport with employees, leadership, and outside vendors.
Nice To Haves
- Certified Retirement Plan Specialist (CRPS), PHR, or SPHR preferred.
- Experience working with Fidelity as a record keeper in the past is a plus.
- Familiar with Workday benefits and payroll system is a plus.
Responsibilities
- Plan Administration & Compliance Administer and oversee retirement plans including 401(k), and non-qualified deferred compensation plans.
- Ensure plans comply with ERISA, IRS, and other regulatory requirements.
- Conduct audits and prepare compliance reports.
- Investigate and resolve any weekly file feed issues or bi-weekly payroll issues that may arise.
- Benefit Analysis & Strategy Analyze retirement plan performance, fees, and investment options.
- Conduct cost-benefit analyses for proposed plan changes.
- Recommend enhancements to improve plan efficiency and participant outcomes.
- Employee Support Serve as the primary contact for internal retirement plans inquiries.
- Educate employees on retirement options, and other Financial Wellness tools to support their overall financial health.
- Collaboration & Reporting Collaborate and partner closely with internal and external stakeholders (e.g., HR, payroll, external vendors, etc.).
- Prepare and deliver reports to management and reconcile retirement plan related invoices and documentation.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
