Retirement Specialist

Advisor Group•Scottsdale, AZ

1d•$57,000 - $93,000•Onsite

About The Position

Osaic is looking for a Retirement Plan Specialist who has in depth experience with 401(k) and NQDC (Non-Qualified Deferred Compensation) (457) plans. Process and detail-oriented skills are important as you manage the plan design and administration required to support these plans. Knowledge of the regulatory and audit requirements is important to be successful in this role. Experience partnering with external vendors on employee communication and ability to speak knowledgeably with employees and leaders is critical.

Requirements

3-5 years’ experience in retirement plan administration
Bachelor’s degree is preferred. Associated degree, high school diploma with significant job experience will be considered in lieu of degree
Experience working with Retirement plan vendors such as Vanguard, Fidelity, etc. (plus)
Strong attention to detail and accuracy
Analytical mindset.
Process oriented
Excellent communication and customer service skills
Ability to prioritize, manage deadlines, and work in a fast-paced ever-changing environment
MS Office Suite including Excel and the ability to create and work in spreadsheets

Responsibilities

Retirement Plan Administration Manage and administer 401(k), and multiple NQDC retirement plans
Ensure compliance with federal regulations (e.g., ERISA, IRS, DOL rules)
Coordinate with plan providers and third-party administrators
Plan Education & Communication Develop and deliver educational materials and sessions on retirement planning in coordination with our record keepers
Communicate plan changes, deadlines, and financial wellness resources
Data Management & Reporting Manage data requirements for contributions, distributions, and plan participation
Prepare reports for HR, finance, and regulatory bodies.
Support transition of retirement plans from incoming acquisitions
Process Management Document and maintain internal and external vendor processes
Compliance & Audits Ensure 401(k) and NQDC plans meet legal and regulatory requirements
Support internal and external audits related to 401(k) and NQDC plans
Vendor & Stakeholder Coordination Liaise with investment advisors, actuaries, and benefits consultants