CrawlJobs Logo

Retirement Specialist

gomillenniumsoft.com Logo

MillenniumSoft Inc

Location Icon

Location:
United States , San Antonio

Category Icon

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

34.00 - 36.00 USD / Hour

Job Description:

The retirement specialist reports to the North Americas Associate Service Center (NAASC) Total Rewards Supervisor, Shared Services. The specialist is responsible for the planning, organizing, and coordinating the service delivery of the retirement programs, to ensure a positive customer experience. The specialist is expected to gain in-depth knowledge and stay apprised of BD’s retirement programs and policies. The retirement specialist will utilize discretion in decision-making and being a subject matter expert in the administration of the retirement programs for North America Operations. The retirement specialist supports the Customer Interaction Center (CIC) or Tier 1 in developing and updating call scripts and managing Tier 2 inquiries. The position provides expertise and is a point of contact cross functionally within ASC, in partnership with the Retirement Program Center of Excellence (CoE).

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
  • Lead or participate in continuous improvement initiatives to ensure services are effectively delivered
  • Research and provide CIC tier 1 with technical tier 2 support and guidance on the retirement programs and processes (respond to and resolve increasingly complex issues)
  • Partners and collaborates with the Retirement CoE for effective delivery of the programs
  • Act in a consultative and project management role to CoE to define and implement program delivery
  • Identify process and systems implications of, and solutions to, new or modified programs and policies
  • Research and manages employee, manager, and human resources business partner (HRBP) questions and escalations through the case management tool

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
  • Strong attention to detail
  • Strong problem solving and analytical ability
  • Expert proficiency in English

Nice to have:

  • Certified Employee Benefits Specialist (CEBS) or Certified Benefits Professional (CBP)
  • Professional of Human Resources (PHR/SPHR) Certification
  • Six Sigma or Lean Management Certification
  • Fidelity PSW experience is desirable
  • Workday and SAP experience is desirable
  • Specific experience with vendor management of large and highly complex retirement plans preferred
  • Total Rewards, including Rewards and Recognition, Health & Welfare (Medical, Dental, Vision, Life & Disability Plans), Base and Variable Compensation Plans are desirable
  • At least one other language besides English preferred
What we offer:

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

Additional Information:

Job Posted:
January 11, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Retirement Specialist

Tax-Free Retirement Financial Services Specialist

We need a Tax-Free Retirement Financial Services Specialist to help clients plan...
Location
Location
Salary
Salary:
Not provided
tenthmountainrecruiting.com Logo
Tenth Mountain
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Benefits Specialist

A Benefits Specialist counsels and provides information on employee benefits and...
Location
Location
United States , Los Angeles
Salary
Salary:
63704.00 - 95212.00 USD / Year
lacity.gov Logo
City of Los Angeles
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Two years of full time paid experience in a class at the level of Senior Administrative Clerk (formerly Senior Clerk Typist) in the administration of benefit or retirement programs, including providing counseling, researching retirement or benefit related information, providing benefit services, or performing retirement or benefit related calculations, using systems/software to obtain appropriate data
  • or Successful completion of 60 semester or 90 quarter units from an accredited college or university and 1,040 hours of paid experience assisting in the duties listed in Requirement #1
  • Some positions may require a valid California driver’s license
Job Responsibility
Job Responsibility
  • Counsels and provides information on employee benefits and retirement programs
  • researches and resolves issues regarding program services and benefits
  • performs benefit calculations
  • may assign, review and evaluate the work of subordinates engaged in support activities for this work
  • applies sound supervisory principles and techniques in building and maintaining an effective work force
  • fulfills equal employment opportunity responsibilities
What we offer
What we offer
  • Health and dental coverage
  • life insurance
  • Fulltime
Read More
Arrow Right

Investor Retirement Specialist

The Investor Retirement Specialist is responsible for delivering a world-class o...
Location
Location
United States , St Augustine
Salary
Salary:
Not provided
dlpcapital.com Logo
DLP Capital
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven interpersonal, team-oriented skills
  • Strong understanding of qualified accounts (IRAs, 401Ks, etc.)
  • Results oriented team player
Job Responsibility
Job Responsibility
  • Collect all required information for new IRA related investments and additions
  • Assist with collecting all required information for new cash related investments and additions as needed
  • Verify custodian transfer exchanges and wire receipts when requested
  • Hold "onboarding" communication with new investors to review subscriptions to the funding process
  • Provide up to date communication with all investors regarding the status of their investment with the custodian
  • Maintain internal DLP file requirements across all technology platforms
  • Understand all custodian processes from account opening, funding the investment to servicing the accounts to ensure timely funding
  • Escalate investments to the assigned Investor Success Manager when there are delays in communication with investors or investors have not executed within the specified timeline
  • Respond to any investor account servicing inquiry
  • Provide notes and details within CRM for team transparency
What we offer
What we offer
  • Unlimited PTO
  • health/dental/vision/life insurance
  • 401(k) matching
  • parental leave
  • adoption services reimbursement/learning/educational incentives
  • Volunteer Time Off
  • well-being programs
  • company events
  • self improvement/productivity tools
Read More
Arrow Right

Retirement Sales ERISA Specialist

Human Interest is on a mission to ensure that people in all lines of work have a...
Location
Location
United States
Salary
Salary:
80000.00 - 90000.00 USD / Year
humaninterest.com Logo
Human Interest
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of experience in a client-facing role - i.e. customer support or account management
  • Prior Defined Contribution industry experience required
  • QKA or similar industry designation required
  • Passionate about serving clients
  • Strong organizational skills
  • you are able to juggle multiple tasks with varying deadlines and stakeholders without dropping the ball
  • Communicate with confidence, professionalism and empathy over the phone and through email
  • Remain composed in high-stress situations and convey empathy for our customers and their situation
  • Meticulous attention to detail - rarely making typos and noticing
Job Responsibility
Job Responsibility
  • Review pricing information from other costly 401(k) providers in order to provide a competitive comparison for new business
  • Track product request and develop input to contribute to the increasing technology service that Human interest provides to clients
  • Provide educational and insights on various Revenue team meetings
  • Manage a high volume of inbound sales team and implementation team inquiries, over the phone and through email
  • Work with Manager to review process and procedures to optimize team performance
  • Work cross-functionally with internal and external partners to answer client inquiries on plan design and product support
  • Drive and bridge client relationships to the implementation stage and sometimes ongoing
  • Identify common issues and trends, driving process improvements to solve them permanently
  • Service a geographically diverse client base
  • Work in a fast-paced startup environment
What we offer
What we offer
  • A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
  • Top-of-the-line health plans, as well as dental and vision insurance
  • Competitive time off and parental leave
  • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
  • Lyra: Enhanced Mental Health Support for Employees and dependents
  • Carrot: Fertility healthcare and family forming benefits
  • Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
  • Monthly work-from-home stipend
  • quarterly lifestyle stipend
  • Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie
  • Fulltime
Read More
Arrow Right

Corporate Financial Planner

We are currently looking for an experienced Corporate Financial Planner to join ...
Location
Location
United Kingdom , Newcastle upon Tyne
Salary
Salary:
Not provided
pfgl.co.uk Logo
Perspective Financial Group Ltd
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Strong communication skills
  • and the ability to ask appropriate questions of clients
  • Good analytical, money management and planning skills
  • Enthusiasm and willingness to assist clients
  • Ability to manage own workload
  • Flexible/adaptable to cope with change
  • To be motivated, friendly and professional at all times
  • and provide impartial unbiased advice
  • Excellent time management to ensure appointments are scheduled with realistic time frames
Job Responsibility
Job Responsibility
  • Build and maintain relationships with corporate clients
  • Oversee scheme renewals, including pension and risk-based
  • Deliver pension clinics to members
  • Provide advice to members in respect of appropriate investment strategies and at retirement advice
  • Working closely with a team of specialist corporate administrators
  • Research the marketplace for available products and services, identify clients’ needs, design financial strategies and gain commitment from clients to proceed with recommendations
  • Provide first class financial planning and advice to both existing and prospective clients
  • Ensuring all financial planning and advice is provided in line with the requirements of the FCA including focus on consumer duty requirements and ensuring compliance with all other relevant industry rules and regulations
  • Driving organic growth through generation of new corporate clients
  • Keeping abreast of new industry developments
What we offer
What we offer
  • 25 days holiday (rising with length of service) plus Bank Holidays
  • Holiday Purchase Scheme
  • Birthday leave
  • E-Discounts
  • Electric Car Scheme
  • Life Assurance
  • Pension
  • Corporate Eyecare
  • Cyclescheme
  • Employee Referral Scheme
  • Fulltime
Read More
Arrow Right

Technical Architect

Technical Architects serve as thought leaders and innovation drivers, applying b...
Location
Location
United States
Salary
Salary:
122550.00 - 173634.00 USD / Year
edtechjobs.io Logo
EdTech Jobs
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s Degree in Business, Computer Science, a related technical degree and 7 years of planning, design, and/or implementation of technical product/service offerings or 11 years of large-scale, enterprise-class planning, design, implementation and support experience
  • At least 3 years of consulting experience
  • In depth knowledge of Google Apps Manager (GAM), Google Workspace, and artificial intelligence (AI)
  • Certification in Professional Google Workspace Administrator
  • Must possess excellent communications skills both orally and written with the ability to effectively interact with Stakeholders and various cross functional teams
  • Proven ability to proactively collaborate and build relationships, take initiative, and creatively problem solve
  • History of successfully coordinating complex projects with multiple facets and stakeholders
  • Demonstrated ability to understand data, draw conclusions, and develop actionable recommendations
  • Demonstrated accountability to deliver against business goals and objectives
  • Ability and willingness to travel up to 25% or as needed to other CDW locations, meetings and client sites
Job Responsibility
Job Responsibility
  • Set standards for and provide leadership and guidance around the creation of reference architectures and roadmaps
  • Oversee the creation of documentation artifact standards for reference architectures, designs, deployment planning, hardware and software standards and standard building blocks
  • Solicit input and feedback from customers to shape the services portfolio
  • Develop and grow vendor relationships pertinent to Services success
  • Build Minimal Viable Product (MVP) definitions, standard operating procedures for solution implementation and support, help to validate economic viability of solutions and to help to build customer value propositions
  • Provide deep and broad technical support to Solutions Specialists, review system designs and participate in bid assurance
  • Work closely with Engineering teams to scale operations to support new and existing services
  • Participate in post-project debrief sessions, archive intellectual property and transfer knowledge to Engineers and Managed Services and Practice teams
  • Provide assistance with pricing updates, product enhancements, automation, and if needed, retirement
  • Deliver or facilitate technical training to Engineers and Solution Specialists, contribute, lead or own internal online discussion groups and virtual team meetings
What we offer
What we offer
  • Annual bonus target of 10% subject to terms and conditions of plan
  • Fulltime
Read More
Arrow Right

Senior P&C Services Specialist

In the P&C team, together with Junior Specialists, Specialists, and other Senior...
Location
Location
Poland , Poznań
Salary
Salary:
Not provided
https://www.ikea.com Logo
IKEA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Personnel Administration and Payroll experience
  • Familiarity with retirement and pension funds law, labor law
  • Knowledge of SAP HR system
  • Fluency in English and one of Romance languages
  • Attention to detail and ability to meet deadlines
  • Comfortable using MS Office tools
Job Responsibility
Job Responsibility
  • Processing HR and payroll matters
  • Answering colleagues’ questions related to HR Administration and Payroll
  • Handling personal data
  • Participating in team meetings and projects
What we offer
What we offer
  • Hybrid working model
  • Fantastic office furnished with IKEA furniture
  • Free underground parking with electric charger and bicycle parking
  • Stable employment (employment contract)
  • Flexible terms of employment
  • Flexible working hours
  • Homework allowance
  • Cafeteria system (e.g., Multisport card, cinema tickets, shopping vouchers, medical package for relatives)
  • Tack! loyalty program for employees
  • Private medical care for IKEA employees and their families
Read More
Arrow Right

Senior P&C Services Specialist with English

In the P&C team, together with Junior Specialists, Specialists, and other Senior...
Location
Location
Poland , Poznan
Salary
Salary:
Not provided
https://www.ikea.com Logo
IKEA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Personnel Administration and Payroll experience
  • familiarity with retirement and pension funds law, labor law
  • knowledge of SAP HR system
  • fluency in English
  • knowledge of one of the Scandinavian languages is an asset
  • comfortable using MS Office tools
Job Responsibility
Job Responsibility
  • processing HR and payroll matters
  • answering colleagues’ questions related to HR Administration and Payroll
  • handling personal data
  • supporting team members
What we offer
What we offer
  • hybrid working model
  • fantastic office furnished with IKEA furniture
  • free underground parking with electric charger and bicycle parking
  • stable employment
  • flexible terms of employment
  • flexible working hours
  • annual appreciation bonus
  • homework allowance
  • cafeteria system
  • Tack! loyalty program
Read More
Arrow Right