Retirement Plan Associate

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Our Newest Opportunity:

Essential Duties and Responsibilities (includes but is not limited to):

• Assist with the preparation of quarterly investment management documentation under the guidance of senior team members.
• Learn and apply fee analysis and benchmarking practices to contribute to optimized plan performance.
• Develop basic plan review meeting materials to support client communication, collaborating with senior colleagues.
• Track key dates and events for clients and advisors, including fund changes, notices, 5500 filings, and compliance deadlines, with guidance from the team.
• Assist with plan amendments and recordkeeper fund changes under supervision.
• Review retirement plan invoices for accuracy and learn the approval process.
• Update fee and service agreements for plan sponsors under the guidance of senior associates.
• Support new business and lost business processes by assisting with data entry and ensuring accurate submission and monitoring.
• Provide general support to advisors and clients by resolving basic administrative issues and directing complex inquiries to senior team members.
• Compile basic fund line-up proposals for clients, considering investment options and fees under the guidance of senior staff.
• Assist with communication related to fund or plan changes, keeping clients and advisors informed.
• Schedule and follow up on client meetings under supervision to ensure effective communication.
• Participate in RFP due diligence research tasks under the guidance of senior colleagues.
• Assist with planning and scheduling participant education sessions, including enrollment meetings.
• Conduct research and develop basic communication materials to promote participant education initiatives, collaborating with the team.
• Learn and manage reminders to clients regarding fiduciary and financial academy opportunities.
• Update Salesforce data related to plan design, contacts, and marketing distribution with oversight from the team.
• Manage personal productivity in Salesforce and contribute to team success.
• Support the implementation of Workplace to Wealth strategies, working with the team.
  

• Emerging understanding of ERISA regulations and fiduciary best practices in the retirement plan industry.
• Demonstrated capacity to build and document processes and procedures.
• Excellent communication, presentation, and interpersonal skills.
• Experience with data analysis and reporting tools.
• Demonstrated ability to manage multiple tasks and projects effectively.
• Proactive and results-oriented approach to client service and business development.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems.
• Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
• Regular and predictable attendance is required.
• Business travel up to 25%.
  

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.
• 0-2 years of experience in retirement plan operations or a similar role