Retirement Specialist

Current Employees and Contractors Apply Here Osaic CareersHuman Resources Opportunity in Financial ServicesRetirement Specialist - Employee BenefitsLocation(s):Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339La Vista:12325 Port Grace Blvd, La Vista, NE 68128Oakdale: 7755 3rd St. N, Oakdale, MN 55128Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702Osaic is not considering remote candidates currently.Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.Role Type: Full-time, ExemptSalary: $57,000 - $93,000 per year + annual performance-based bonusActual compensation offered will be determined individually, based on several job-related factors, including location, skills, licensure, experience, and education.Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Benefits .Summary: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.Education Requirements:Bachelor's degree is preferred. Associated degree, high school diploma with significant job experience will be considered in lieu of degree.Responsibilities:Retirement Plan AdministrationManage and administer 401(k), and multiple NQDC retirement plansEnsure compliance with federal regulations (e.g., ERISA, IRS, DOL rules)Coordinate with plan providers and third-party administratorsPlan Education & CommunicationDevelop and deliver educational materials and sessions on retirement planning in coordination with our record keepersCommunicate plan changes, deadlines, and financial wellness resourcesData Management & ReportingManage data requirements for contributions, distributions, and plan participationPrepare reports for HR, finance, and regulatory bodies.Support transition of retirement plans from incoming acquisitionsProcess Managemen tDocument and maintain internal and external vendor processesCompliance & AuditsEnsure 401(k) and NQDC plans meet legal and regulatory requirementsSupport internal and external audits related to 401(k) and NQDC plansVendor & Stakeholder CoordinationLiaise with investment advisors, actuaries, and benefits consultantsBasic Requirements:3-5 years' experience in retirement plan administrationBachelor's degree is preferred. Associated degree, high school diploma with significant job experience will be considered in lieu of degreeExperience working with Retirement plan vendors such as Vanguard, Fidelity, etc. (plus)Strong attention to detail and accuracyAnalytical mindset. Process orientedExcellent communication and customer service skillsAbility to prioritize, manage deadlines, and work in a fast-paced ever-changing environmentMS Office Suite including Excel and the ability to create and work in spreadsheetsCurrent Employees and Contractors Apply Here