401k Retirement Plan Financial Specialist
Risk Strategies Company
- New York
- $120,250-165,000 per year
- Permanent
- Full-time
- Manage workflows and communications for retirement plan Trustees and Participants
- Develop analysis on retirement options and performance
- Prepare client presentations and reporting
- Attend client enrollment and ongoing support meetings
- Serve as primary contact for assigned plan sponsors, advisors, and brokers for more complex or sensitive plans.
- Act as liaison between plan sponsors and various internal groups.
- Promote customer satisfaction through effective service delivery.
- Ensure prompt and effective response to all plan sponsor inquiries.
- Respond to plan sponsor's requests on a variety of issues, including plan amendments.
- Understand the product, systems, and applicable IRS and DOL regulations.
- Assist with compliance testing.
- 5+ years of experience working with or servicing 401(k)s & Retirement plans
- 4-year Bachelor's Degree
- Strong attention to detail