Retirement Plan Implementation Specialist, (HSR)

Remote Jobs; Chicago (IL); Remote; USD 100,000 - 125,000; Full time

Job summary

A financial services company is seeking a qualified individual for a fully remote position focused on retirement planning. The successful candidate will lead onboarding for new clients and oversee plan transitions, leveraging over five years of relevant experience. Strong organizational and problem-solving skills are essential. This position offers competitive PTO and a comprehensive benefits package.

Benefits

Competitive PTO

Comprehensive benefits package

Inclusive workplace culture

Qualifications

• 5+ years of experience in retirement plan administration, ideally in a TPA environment.
• Strong knowledge of retirement plan types such as 401(k) and 403(b).
• Proficient in retirement plan recordkeeping platforms.

Responsibilities

• Lead onboarding for new retirement plan clients.
• Manage offboarding of terminated plans.
• Oversee processing of investment change requests.
• Manage creation of enrollment materials.
• Serve as escalation point for onboarding issues.

Skills

Retirement plan administration

Exceptional organizational abilities

Strong communication skills

Problem-solving abilities

Knowledge of 401(k) plans

Education

Bachelor's degree in Business or Finance

Tools

CRM/project management tools

Job description

Employer Industry: Financial Services (Retirement Planning)

Why consider this job opportunity:

• Fully remote position with the flexibility to work from anywhere within the United States
• Opportunity for career advancement and growth within a fast-paced, tech-enabled environment
• Competitive PTO and comprehensive benefits package
• Inclusive workplace culture recognized as a Great Place to Work
• Chance to contribute to process improvements and client satisfaction in retirement services

What to Expect (Job Responsibilities):

• Lead and oversee the onboarding process for new retirement plan clients, ensuring accurate setup documentation and data transfers
• Manage offboarding of terminated plans, coordinating with custodians and advisors for seamless transitions
• Oversee the processing of investment change requests, ensuring compliance and timely implementation
• Manage the creation and distribution of enrollment books and participant materials, ensuring accuracy and compliance
• Serve as the primary escalation point for onboarding issues, ensuring timely resolution

What is 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
• Exceptional organizational, communication, and problem-solving abilities
• Proficient in retirement plan recordkeeping platforms and CRM/project management tools

How to Stand Out (Preferred Qualifications):

• Experience with document providers (e.g., ftwilliam.com, Relius)
• Familiarity with data integration and file formats (e.g., payroll files, contribution files)

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