Retirement Specialist

Osaic

Atlanta, GA, US
Base: $57,000 - $93,000 py; bonus: annual performa...
Hybrid (minimum 4 days in-office)
3-5 years retirement plan administration experience
Knowledge of erisa, irs, and dol regulations
Experience with vanguard or fidelity vendors
Osaic is seeking a Retirement Specialist with extensive experience in 401(k) and Non-Qualified Deferred Compensation (NQDC) plans. The ideal candidate should possess strong analytical skills, attention to detail, and excellent communication abilities while being able to work in a hybrid setting with a minimum of four days in the office

Job Summary

  • The role involves managing and administering 401(k) and Non-Qualified Deferred Compensation (NQDC) plans while ensuring strict compliance with federal regulations.
  • Candidates will coordinate with plan providers, develop educational materials for employees, and prepare detailed reports for HR and finance teams.
  • Osaic offers a competitive compensation package including health insurance, 401k matching, paid time off, and an annual performance-based bonus.

Matching Summary

Match Score: 85

Osaic is seeking a Retirement Specialist with extensive experience in 401(k) and Non-Qualified Deferred Compensation (NQDC) plans. The ideal candidate should possess strong analytical skills, attention to detail, and excellent communication abilities while being able to work in a hybrid setting with a minimum of four days in the office.

Salary

Base: $57,000 - $93,000 per year; Bonus: Annual performance-based bonus; Benefits: Health, vision, dental, 401k, paid time away

Skills & Requirements

Must-have

  • 3-5 years retirement plan administration experience
  • Knowledge of ERISA, IRS, and DOL regulations
  • Experience with Vanguard or Fidelity vendors
  • Proficiency in MS Office Suite and Excel
  • Ability to manage data for contributions and distributions

Nice-to-have

  • Strong analytical mindset and process orientation
  • Excellent communication and customer service skills
  • Experience partnering with external vendors
  • Ability to prioritize deadlines in fast-paced environment
  • Experience supporting acquisitions and transitions

Key Requirements

  • Bachelor's degree preferred or equivalent significant experience
  • 3-5 years' experience in retirement plan administration
  • Current location at one of the specified US hubs required

Work Rights

Must be located at one of the listed US hubs

Tailored Resume

Cover Letter