Retirement Specialist

Overview

Role: Retirement Specialist – Employee Benefits

Business area: Human Resources
• Opportunity in Financial Services

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339
La Vista: 12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Remote: Osaic is not considering remote candidates currently. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time, Exempt

Salary: $57,000 - $93,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on several job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:

Summary:

Osaic is looking for a Retirement Plan Specialist who has in depth experience with 401(k) and NQDC (Non-Qualified Deferred Compensation) (457) plans. Process and detail-oriented skills are important as you manage the plan design and administration required to support these plans. Knowledge of the regulatory and audit requirements is important to be successful in this role. Experience partnering with external vendors on employee communication and ability to speak knowledgeably with employees and leaders is critical.

Education Requirements:

Bachelor’s degree is preferred. Associated degree, high school diploma with significant job experience will be considered in lieu of degree.

Responsibilities:

Retirement Plan Administration

• Manage and administer 401(k) and multiple NQDC retirement plans
• Ensure compliance with federal regulations (e.g., ERISA, IRS, DOL rules)
• Coordinate with plan providers and third-party administrators

Plan Education & Communication

• Develop and deliver educational materials and sessions on retirement planning in coordination with our record keepers
• Communicate plan changes, deadlines, and financial wellness resources

Data Management & Reporting

• Manage data requirements for contributions, distributions, and plan participation
• Prepare reports for HR, finance, and regulatory bodies
• Support transition of retirement plans from incoming acquisitions

Process Management

• Document and maintain internal and external vendor processes

Compliance & Audits

• Ensure 401(k) and NQDC plans meet legal and regulatory requirements
• Support internal and external audits related to 401(k) and NQDC plans

Vendor & Stakeholder Coordination

• Liaise with investment advisors, actuaries, and benefits consultants

Basic Requirements:

• 3-5 years’ experience in retirement plan administration
• Bachelor’s degree is preferred. Associated degree, high school diploma with significant job experience will be considered in lieu of degree
• Experience working with retirement plan vendors such as Vanguard, Fidelity, etc. (plus)
• Strong attention to detail and accuracy
• Analytical mindset. Process oriented
• Excellent communication and customer service skills
• Ability to prioritize, manage deadlines, and work in a fast-paced ever-changing environment
• MS Office Suite including Excel and the ability to create and work in spreadsheets