Retirement Specialist

Essential Job Functions

• Download and format the deferral feedback files from Empower.
• Import and review the deferral feedback into Quantum.
• Utilize Qlik to review the deferral feedback import results.
• Download and format the loan feedback file from Empower.
• Review the loan feedback data entry to ensure accuracy.
• Develop weekly metrics reporting.
• Develop monthly metrics reporting.
• Receive, review and reconcile the onboarding adopter’s pipeline status.
• Review, submit and invoice document amendments.
• Update Quantum, if necessary, for plan amendments.
• Discuss allocation requests with clients and submit the requests to Empower for completion.
• Review and invoice for allocation requests completed by Empower
• Coordinate client allocation funding and remit to Empower
• Receive new adopter signed documents from Empower and document accordingly.
• Monitor Empower reporting and once available, enter new adopters into Quantum
• Receive, review, and document 401k consults from Sales, other internals, clients, etc.
• Document assets transferred into the CoAdvantage MEP (including entering the year-to-date contributions made into the prior plan ensuring participants remain below the IRS annual contribution limit).
• Research new hire, rehire and employee termination events in conjunction with plan rules.
• Takes incoming phone calls from all client companies and providers. Reacts within specified time frames to all customer inquiries and maintains superior client relationships.
• Conducts complete investigation into potential errors and plan administration issues. Documents appropriately and makes recommendations about necessary actions to be taken.
• Responds to client, employee and provider inquiries related to retirement benefit programs.
• Work closely with Client Services team to build and maintain strong customer relationships and deliver ongoing superior service.
• Proactively recommends changes to operating procedures to maximize accuracy and productivity.
• Escalates issues/concerns/special requests to 401k management.
• Establish and maintain effective working relationships with area staff, management and clients.
• Performs other duties and special projects as assigned.
• Demonstrates a consistent attitude of excellence and uncompromising integrity in a highly collaborative teamwork environment.
• Ensure work area is clean, secure (HIPAA compliant) and well maintained.
• Stay abreast of compliance regulations and changes in the field of MEP’s, ERISA and DOL requirements.

• 2+ years of experience in retirement plan administration, 401(k) recordkeeping, or benefits administration,
• Familiarity with Asana and Salesforce, as well as strong analytical and problem-solving abilities.
• Advanced knowledge of Excel and ability to quickly learn new software applications.
• Excellent verbal and written communication skills.
• Strong customer relationship and interpersonal skills
• Experience working in an environment where payroll / benefits are processed daily a plus.
• Strong organizational skills.
• Knowledge of word processing and spreadsheet applications.
• Good time management.
• Excellent attention to detail.
• Works well in a team environment.
• Able to maintain confidential information.

• Familiarity with AI-assisted tools (e.g., generative AI, CoPilot, Claude) and a willingness to incorporate them into daily workflows. Comfort using AI tools to improve productivity, draft content, or summarize information.

• High school diploma or equivalent.

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and…