Retirement Plan Specialist Job at Voya Financial (Fresno)

Retirement Plan Specialist

Deliver on-site education for Plan Sponsor Participants. Conduct educational sem...

Location

United States , Los Angeles

Salary:

77580.00 - 96980.00 USD / Year

Voya Financial

Expiration Date

Until further notice

Requirements

Minimum 3 years of experience in retirement/financial services
Bachelor’s degree or equivalent experience
FINRA Series 6 or 7 and 63, 65
Strong interpersonal & communication skills
Identifies and resolves problems in a timely manner
Gathers and analyzes information and develops alternative solutions
Looks for ways to improve and promote quality
Strong organization skills
demonstrates accuracy and thoroughness
Ability to travel

Job Responsibility

Deliver on-site education for Plan Sponsor Participants
Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars
Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees
Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues
Work with Plan Sponsors to increase participation among their employees
Contribute to the development and implementation of presentation material
Assist in scheduling retirement seminars/one-on-one appointments
Maintain compliance with all firm and FINRA regulatory requirements
May provide guidance and training to more junior staff
Additional responsibilities may be assigned

What we offer

Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
Paid volunteer time — 40 hours per calendar year

Fulltime

Senior Retirement Plan Specialist

The Senior Retirement Plan Specialist requires advanced expertise in qualified r...

Location

United States , Saint Petersburg; Memphis; Southfield

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Advanced expertise in qualified retirement plans and IRAs gained through extensive experience, specialized training, and/or certification
Knowledge of rules and regulations of the IRS and DOL pertaining to IRAs and qualified plans
Knowledge of fundamental financial planning and investment concepts, practices and procedures used in the securities industry
Knowledge of principles of securities industry operations and financial services and products
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)
General Experience - 3 to 6 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) (certification)
Travel Less than 25%

Job Responsibility

Actively participate in department and cross‑functional projects, contributing subject‑matter expertise on customer processes, regulatory requirements, operational workflows, and IRS‑related rules or documentation standards
Identify and report instances of noncompliance with organizational policies, regulatory guidelines, and/or IRS‑related rules, escalating issues appropriately
Provide advanced product and service information, incorporating regulatory or IRS‑specific detail when relevant, and respond to complex customer questions
Manage and resolve escalated customer issues with a high degree of independence and judgment
provide managerial approvals and regulatory compliance checks as required
Deliver a consistently high‑quality service experience while identifying opportunities to support business retention, improve operational processes, or enhance compliance
Operates with full competence and independence in delivering high‑quality services that meet operational, regulatory, and IRS‑related requirements
may provide technical guidance or training to others
Fully proficient in aligning organizational processes with customer needs while ensuring adherence to regulatory expectations and project deliverables
Demonstrates strong ability to translate customer requirements into business language and processes, incorporating compliance, documentation, and IRS‑appropriate considerations

Fulltime

Senior Superannuation & Retirement Specialist

Are you a dynamic superannuation professional who thrives in a fast-paced, custo...

Location

Australia , Melbourne

Salary:

90000.00 - 95000.00 AUD / Year

Randstad

Expiration Date

June 27, 2026

Requirements

Extensive, proven experience within the Australian superannuation or financial services sector (essential)
Demonstrated experience in an inbound voice support or customer service role, comfortably managing high volumes in a fast-paced environment
Strong baseline knowledge of superannuation products, retirement planning streams, and relevant regulatory requirements
Exceptional communication and active listening skills, with the ability to break down complex financial jargon into simple, digestible information
A proven track record of handling challenging, emotional, or sensitive member scenarios with utmost professionalism and care
RG146 is required

Job Responsibility

Provide end-to-end support and guidance to members regarding complex superannuation, retirement products, and investment options via inbound phone channels
Navigate, investigate, and resolve escalated or intricate customer queries with a high degree of accuracy and empathy
Utilise your deep understanding of superannuation legislation, compliance standards, and regulations to ensure all interactions meet industry benchmarks
Partner with internal technical and operations teams to resolve complex cases efficiently
Identify trends from member feedback and contribute proactive insights to optimize call center processes
Maintain precise, detailed, and compliant records of all member interactions within internal CRM systems

What we offer

$95k pro-rata package (inclusive of super)
Hybrid Flexibility (3-day office / 2-day home split)
Fully office-based onboarding and training period for the first few weeks
Modern CBD offices right in the heart of Melbourne, easily accessible by all public transport

Fulltime

Senior Specialist, Plan Design

Vestwell is expanding and we’re excited about adding a Senior Plan Design Specia...

Location

United States , New York; Austin; King of Prussia; Phoenix

Salary:

75000.00 - 90000.00 USD / Year

Fin Capital

Expiration Date

Until further notice

Requirements

Strong commitment to delivering superior service
Considerable background in defined contribution/qualified plan experience including sales support, design consultation, document drafting, and non-discrimination testing
Thorough understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations
Keen attention to detail, deadlines, and customer service needs
Collaborative approach with internal stakeholders and with clients to clearly communicate the process, timing, and plan design considerations of new and restated plans
Strong commitment to proactively managing workload
Positive, collaborative, and proactive attitude
Proficiency with Excel and Microsoft Office suite
Google Workspace
cloud-based client portals and internal network drives

Job Responsibility

Plan Design Consultation - Collaborate with Plan Sponsors to create optimal defined contribution plan designs, addressing queries, and ensuring a clear understanding of chosen plan specifications
Illustration support - Provide swift and detailed plan analysis, including profit sharing and safe harbor design comparisons, offering commentary to support recommendations
Plan document review - Support sales in conversion contract considerations by performing a plan spec review against supported and outsourced design models
capture plan design conversations and decisions from presale, sale, and onboarding processes to create new plan documents
Subject matter expertise - Support team members with process reviews, research, and documentation related to plan design, plan proposals and onboarding
Project management - Ensure a smooth transfer of incoming plans from Sales to Implementations
Plan document creation - Perform plan restatement evaluations, including prior plan document to restated plan document mid-year change assessments, protected benefit analysis, and alignment with Vestwell platform requirements
On-call support - Provide live support for team members, clients, and advisors to discuss plan design suggestions or required changes
Product support - Contribute to discussions with product and engineering teams to continually iterate on our technology supported design & onboarding processes

What we offer

Company Bonus Pool
new hire equity in the Company
competitive health coverage
generous vacation offering
hybrid office policy
great 401(k) plan

Fulltime

Retirement Specialist

The retirement specialist reports to the North Americas Associate Service Center...

Location

United States , San Antonio

Salary:

34.00 - 36.00 USD / Hour

MillenniumSoft Inc

Expiration Date

Until further notice

Requirements

Previous experience in the operation and administration of Retirement Program
Minimum of 3 years’ experience in Retirement Program administration and preferred in a mid/large size Global organization
Experience in administering more than 1 retirement plan
Bachelor’s Degree with a professional HR/Business Administration qualification or Diploma with equivalent working experience
Knowledge of retirement program administration and compliance
Knowledge of IRS, ERISA, and DOL regulations
Ability to pay close attention to details and use time effectively
Excellent oral and written communication skills
Proficient in retirement program end to end processing
Proficient in Microsoft Office including Excel, Word, Power Point, and Outlook

Job Responsibility

Collaborates with internal/external resources to support the administration of the Company’s Defined Contribution plans (qualified and non-qualified) and other Defined Benefit plans as required
Works directly with outside vendors on daily transactions, special projects and issue resolution
Document and maintain key processes, procedures and guides for retirement benefit plans administration
Supports and responds to internal/external plan audits including but not limited to nondiscrimination testing for Defined Contribution plans
Assist with the maintenance of summary plan descriptions, legal plan documents, plan amendments, presentations, participant guides, and employee plan communication for call scripts
Serves as the subject matter expert for the retirement programs, policies and processes in support of issue resolution
Manages the vendor partnership to include operational regular meetings, day to day inquiries from vendors in support of compliance with plan documents and regulations, SLA, and overall contract agreements
Processes contributions for Defined Contribution plans to ensure payroll deductions and participant data files are validated, reconciled and processed as required using Fidelity, SAP, and other systems
Accountable for working with Payroll, Treasury and Finance to ensure timely and accurate retirement plan funding for Defined Contribution files
Identify and recommend methods to update, simplify and enhance processes, procedures and technologies

What we offer

Flexible schedule of work-from-home two days a week and in-the-office three days a week

Fulltime

Tax-Free Retirement Financial Services Specialist

We need a Tax-Free Retirement Financial Services Specialist to help clients plan...

Location

Salary:

Not provided

Tenth Mountain

Expiration Date

Until further notice

Requirements

Life insurance license
Strong communication, organizational, and consultative selling skills
Interest in financial planning and retirement strategies
Ability to work independently and manage your schedule

Job Responsibility

Conduct virtual client meetings to understand retirement goals
Present and explain tax-free retirement options, including IUL products
Assist with applications, follow-ups, and policy delivery
Maintain contact with clients and provide periodic reviews
Stay current on insurance products, tax law impacts, and retirement planning trends

What we offer

100% commission-based income with bonuses
Remote position with flexible work hours
Training and professional development provided
Advancement opportunities for high performers
Warm leads—no cold prospecting

Fulltime

New

Payroll Specialist

We are looking for an experienced Payroll Specialist to support accurate payroll...

Location

United States , Cleveland

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Demonstrated experience handling full-cycle payroll in a detail-focused business environment
Background processing multi-state payroll with strong attention to compliance requirements
Hands-on experience with payroll platforms such as ADP Workforce Now and Paychex
Knowledge of employee benefits administration, including health insurance and 401(k) plans
Ability to manage sensitive payroll information with a high degree of confidentiality and discretion
Strong accuracy, organization, and follow-through in a detail-driven role
Comfortable working a flexible Monday through Friday schedule in either a part-time or permanent capacity

Job Responsibility

Oversee end-to-end payroll processing on a recurring schedule, ensuring employees are paid correctly and on time
Coordinate retirement plan administration, including contribution tracking, employee updates, and related reporting activities
Manage health insurance benefit deductions, eligibility updates, and communication with external benefit providers
Respond to unemployment matters by preparing documentation, handling claim activity, and supporting audit requests
Maintain organized payroll records and apply federal, state, and local payroll regulations to day-to-day work
Reconcile payroll accounts and assist with payroll-related journal entries to support accurate financial reporting
Work closely with human resources and accounting teams to confirm employee data, deductions, and reporting accuracy
Support payroll processing across multiple states and help ensure consistent administration for a workforce of more than 500 employees when needed

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan

New

Compensation & Benefits Specialist

We are looking for a Compensation & Benefits Specialist to support and strengthe...

Location

United States , Greenville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 3 years of experience in compensation, benefits, or total rewards administration
Strong knowledge of employee benefit functions, benefits coordination, and benefits analysis
Experience supporting compliance related to leave programs such as FMLA and other applicable regulations
Familiarity with retirement plans, employee relations, and labor-related considerations connected to benefits administration
Ability to work effectively with brokers, vendors, and insurance carriers in a business environment that requires strong attention to detail
Strong communication skills with the ability to explain benefit programs and policies clearly to employees and stakeholders
Proven attention to detail and ability to manage sensitive information with accuracy and discretion

Job Responsibility

Oversee day-to-day administration of employee benefit programs and ensure plans are managed accurately and efficiently
Interpret and apply federal, state, and local regulations related to benefits, leave administration, and retirement offerings to support ongoing compliance
Work closely with external brokers, carriers, and vendors to review plan performance, compare market offerings, and support benefit strategy decisions
Coordinate annual open enrollment activities, including planning timelines, employee communications, and issue resolution during the enrollment period
Analyze benefit offerings and costs to help balance workforce needs with organizational financial objectives
Develop and support wellness initiatives and benefit education efforts that encourage participation, understanding, and employee engagement
Respond to employee questions regarding benefit programs, eligibility, leave policies, and coverage options with clear and timely guidance
Maintain benefits records, reporting, and documentation to support audits, compliance reviews, and internal decision-making

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

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Retirement Plan Specialist

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