Retirement Specialist
Osaic, St. Petersburg, FL, United States
Human Resources
Opportunity in Financial Services
Retirement Specialist - Employee Benefits
Location(s) Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Osaic 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, Exempt
Salary:
$57,000 - $93,000 per year + annual performance-based bonus
Actual 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 Administration
Manage and administer 401(k), and multiple NQDC retirement plans
Ensure compliance with federal regulations (e.g., ERISA, IRS, DOL rules)
Coordinate with plan providers and third-party administrators
Plan Education & Communication
Develop and deliver educational materials and sessions on retirement planning in coordination with our record keepers
Communicate plan changes, deadlines, and financial wellness resources
Data Management & Reporting
Manage data requirements for contributions, distributions, and plan participation
Prepare reports for HR, finance, and regulatory bodies.
Support transition of retirement plans from incoming acquisitions
Process Management
Document and maintain internal and external vendor processes
Compliance & Audits
Ensure 401(k) and NQDC plans meet legal and regulatory requirements
Support internal and external audits related to 401(k) and NQDC plans
Vendor & Stakeholder Coordination
Liaise with investment advisors, actuaries, and benefits consultants
Basic Requirements
3-5 years' experience in retirement plan administration
Bachelor's degree is preferred. Associated degree, high school diploma with significant job experience will be considered in lieu of degree
Experience working with Retirement plan vendors such as Vanguard, Fidelity, etc. (plus)
Strong attention to detail and accuracy
Analytical mindset. Process oriented
Excellent communication and customer service skills
Ability to prioritize, manage deadlines, and work in a fast-paced ever-changing environment
MS Office Suite including Excel and the ability to create and work in spreadsheets
#J-18808-Ljbffr
Opportunity in Financial Services
Retirement Specialist - Employee Benefits
Location(s) Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Osaic 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, Exempt
Salary:
$57,000 - $93,000 per year + annual performance-based bonus
Actual 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 Administration
Manage and administer 401(k), and multiple NQDC retirement plans
Ensure compliance with federal regulations (e.g., ERISA, IRS, DOL rules)
Coordinate with plan providers and third-party administrators
Plan Education & Communication
Develop and deliver educational materials and sessions on retirement planning in coordination with our record keepers
Communicate plan changes, deadlines, and financial wellness resources
Data Management & Reporting
Manage data requirements for contributions, distributions, and plan participation
Prepare reports for HR, finance, and regulatory bodies.
Support transition of retirement plans from incoming acquisitions
Process Management
Document and maintain internal and external vendor processes
Compliance & Audits
Ensure 401(k) and NQDC plans meet legal and regulatory requirements
Support internal and external audits related to 401(k) and NQDC plans
Vendor & Stakeholder Coordination
Liaise with investment advisors, actuaries, and benefits consultants
Basic Requirements
3-5 years' experience in retirement plan administration
Bachelor's degree is preferred. Associated degree, high school diploma with significant job experience will be considered in lieu of degree
Experience working with Retirement plan vendors such as Vanguard, Fidelity, etc. (plus)
Strong attention to detail and accuracy
Analytical mindset. Process oriented
Excellent communication and customer service skills
Ability to prioritize, manage deadlines, and work in a fast-paced ever-changing environment
MS Office Suite including Excel and the ability to create and work in spreadsheets
#J-18808-Ljbffr