Retirement Specialist

Osaic

Atlanta, GA, US
Base: $57,000 - $93,000 py; bonus/equity: annual p...
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401(k) and nqdc plan administration
Erisa, irs, dol regulatory knowledge
Employee communication and education
** 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. **

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

** 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. **

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)
  • Proficiency in MS Office Suite, including Excel

Work Rights

Not specified

Tailored Resume

Cover Letter