Retirement Plan Operations Specialist

Doeren Mayhew; Grand Rapids (MI); On-site; USD 45,000 - 65,000; Full time

Job summary

Doeren Mayhew in Grand Rapids, MI seeks a Retirement Plan Services Specialist to support operations across the Retirement Plan Services department. This role will work with plan administrators, implementation staff, and clients to ensure accurate plan documents, timely communications, and smooth transitions.

You will participate in installations, plan conversions, and design projects, coordinating engagement letters and service documentation while maintaining client files and financial records.

Qualifications

• Bachelor’s degree preferred.
• Experience in retirement plan administration or related role.
• Strong Excel skills and data analysis.

Responsibilities

• Preparing and processing plan documents, amendments, resolutions, and related participant communications.
• Assisting with new plan installations, plan conversions, and TPA transitions.
• Preparing retirement plan proposals and supporting plan design projects.
• Drafting and coordinating engagement letters and related service documentation.
• Processing payroll contribution files and assisting with contribution-related reconciliations.
• Supporting retirement plan administrators with annual administration and other client needs.
• Assisting with participant distributions, loans, and other transaction-related requests.
• Maintaining and updating client files, internal systems, databases, and workflow records.
• Reconciling recordkeeper payments, revenue reports, and other departmental financial information.
• Coordinating with recordkeepers, financial advisors, payroll providers, clients, and internal team members.
• Identifying opportunities to improve processes, strengthen internal controls, and use technology more effectively.
• Assisting with special projects and other departmental priorities as needed.

Skills

Microsoft Excel

Communication skills

Project management

Education

Bachelor’s degree preferred

Tools

FT William retirement plan software

Job description

Doeren Mayhew in Grand Rapids, MI seeks a Retirement Plan Services Specialist to support operations across the Retirement Plan Services department. This role will work with plan administrators, implementation staff, and clients to ensure accurate plan documents, timely communications, and smooth transitions.

You will participate in installations, plan conversions, and design projects, coordinating engagement letters and service documentation while maintaining client files and financial records.