Retirement Benefits Specialist

The Manufacturers' Association; False Pass (AK); On-site; USD 52,000 - 66,000; Full time

Benefits offered by this job

Health Insurance

Dental

Vision

401k Match

Paid Time Off

Job summary

The Manufacturers' Association in the United States is seeking a Retirement Benefits Specialist to support 401(k) plan administration for small business clients. You will coordinate enrollments, process forms, and submit data to plan providers while maintaining client records in the CRM system and serving as a liaison between clients, employees, and providers.

The ideal candidate is organized, detail-oriented, customer-focused, and able to manage multiple deadlines in a fast-paced environment.

Qualifications

• Associate's degree in Business, HR, Finance, or related field preferred; equivalent work experience may be considered.
• 1–3 years in employee benefits, retirement plan administration, financial services, insurance, or admin coordination preferred.
• Experience with CRM and MS Office, especially Outlook, Excel, Word.

Responsibilities

• Coordinate 401(k) enrollments for client companies and employees.
• Process enrollment forms and documentation for accuracy and completeness.
• Submit enrollment data to plan providers timely.
• Communicate with employers and employees about requirements, deadlines, and items.
• Schedule enrollment meetings and client follow-up sessions.
• Maintain client and participant data in the CRM system.
• Monitor enrollment status and follow up on missing information.
• Coordinate with providers on enrollments, plan changes, and inquiries.
• Assist onboarding of new retirement plan clients and implementations.
• Prepare reports, spreadsheets, and correspondence related to retirement plan administration.
• Maintain records per company procedures and regulatory requirements.
• Provide excellent customer service to clients, participants, and partners.
• Support special projects and other retirement administration duties.

Skills

Organizational skills

Attention to detail

Communication

Confidentiality

Customer service

Education

Associate's degree

Tools

CRM systems

MS Office (Outlook/Excel/Word)

Job description

Job Description

Job Description

Position Summary

The Retirement Benefits Specialist plays a key role in supporting the administration of employer-sponsored retirement plans, primarily 401(k) plans for small business clients. This position coordinates the enrollment process, ensures accurate and timely submission of participant information to retirement plan providers, maintains client records in the CRM system, and serves as a liaison between clients, employees, and retirement plan providers.

The ideal candidate is highly organized, detail-oriented, customer-focused, and capable of managing multiple projects and deadlines in a fast-paced environment.

Essential Duties and Responsibilities

• Coordinate new and ongoing 401(k) enrollments for client companies and their employees.
• Gather, review, and process enrollment forms and required documentation for accuracy and completeness.
• Submit enrollment information and related documentation to retirement plan providers in a timely manner.
• Communicate with employers and employees regarding enrollment requirements, deadlines, and outstanding items.
• Schedule enrollment meetings, employee education sessions, and client follow-up meetings.
• Maintain and update client and participant information within the CRM system.
• Monitor enrollment status and proactively follow up on incomplete or missing information.
• Coordinate with retirement plan providers regarding participant enrollments, plan changes, and administrative questions.
• Assist with onboarding new retirement plan clients and implementation activities.
• Prepare reports, spreadsheets, and correspondence related to retirement plan administration.
• Maintain accurate records and documentation in accordance with company procedures and regulatory requirements.
• Provide exceptional customer service to clients, participants, and business partners.
• Assist with special projects and other retirement administration duties as assigned.

Qualifications

• Associate's degree in Business, Human Resources, Finance, or a related field preferred; equivalent work experience may be considered.
• One to three years of experience in employee benefits, retirement plan administration, financial services, insurance, or an administrative coordination role preferred.
• Experience with CRM systems and Microsoft Office applications, particularly Outlook, Excel, and Word.
• Knowledge of 401(k) plans and retirement plan administration is preferred but not required.
• Strong organizational and project coordination skills.
• Excellent attention to detail and accuracy.
• Ability to manage multiple priorities and deadlines simultaneously.
• Strong verbal and written communication skills.
• Ability to handle confidential information with professionalism and discretion.
• Demonstrated customer service and relationship management skills.

  Core Competencies

  • Organization and time management
  • Attention to detail
  • Customer service orientation
  • Communication and interpersonal skills
  • Problem-solving and follow-through
  • Collaboration and teamwork
  • Adaptability and initiative
  • Technology proficiency

  Why Join Our Team?

  We are committed to helping businesses and their employees prepare for a secure financial future. Our team values collaboration, exceptional service, and continuous learning. This position offers the opportunity to build expertise in retirement benefits while working closely with employers, employees, and retirement plan professionals in a supportive and professional environment.

  Must pass successful background check upon hiring

  Benefits:

  • Group Health Insurance
  • Dental
  • Vision
  • Matching 401k
  • Paid time off

  Work Location: In person