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Osaic is seeking a Retirement Specialist with expertise in 401(k) and Non-Qualified Deferred Compensation plans. The role focuses on retirement plan administration, compliance, and employee communication, requiring strong attention to detail and excellent communication skills.
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Job Summary
Manage and administer 401(k) and multiple NQDC retirement plans, ensuring compliance with federal regulations.
Develop and deliver educational materials and sessions on retirement planning, and communicate plan changes and financial wellness resources.
Coordinate with plan providers, third-party administrators, investment advisors, actuaries, and benefits consultants.
Matching Summary
Match Score: 75
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Osaic is seeking a Retirement Specialist with expertise in 401(k) and Non-Qualified Deferred Compensation plans. The role focuses on retirement plan administration, compliance, and employee communication, requiring strong attention to detail and excellent communication skills.
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Salary
Base: $57,000 - $93,000 per year; Bonus/Equity: annual performance-based bonus; Benefits: health, vision, dental insurance, 401k, paid time away, volunteer days
Skills & Requirements
Must-have
401(k) and NQDC plan administration
ERISA, IRS, DOL regulatory knowledge
Employee communication and education
Vendor and third-party administrator coordination
Process documentation and maintenance
Nice-to-have
Experience with specific retirement plan vendors
Analytical and process-oriented mindset
Ability to work in a fast-paced environment
Key Requirements
3-5 years' experience in retirement plan administration
Bachelor's degree preferred (Associate's or High School diploma with significant experience considered)