Retirement Plan Implementation Specialist

Job Summary

A company is looking for a Retirement Plan Implementation Specialist.

Key Responsibilities

• Lead and oversee the onboarding process for new retirement plan clients, ensuring accurate setup documentation and data transfers
• Manage offboarding of terminated plans and coordinate with custodians and plan sponsors for seamless transitions
• Oversee processing of investment change requests and ensure compliance and timely communication with stakeholders

Required Qualifications

• Bachelor's degree in Business, Finance, or related field (or equivalent work experience)
• 5+ years of experience in retirement plan administration, implementation, or operations preferably in a TPA environment
• Strong knowledge of 401(k), 403(b), and other qualified plan types
• Proficient in retirement plan recordkeeping platforms and CRM/project management tools