Role OverviewWe are seeking a Retirement Plan Services Specialist to join our Grand Rapids, MI office. The Retirement Plan Services Specialist will support a variety of operational, implementation, document and administrative functions within our Retirement Plan Services department. This is not a traditional plan administrator role. Instead, this position will work across multiple areas of the department, providing support to plan administrators, implementation staff, department leadership, and our clients.
What You Will Do
Responsibilities include preparing and processing plan documents, assisting with new plan installations, preparing retirement plan proposals, drafting engagement letters, processing payroll contribution files, and reconciling recordkeeper payments.
Why It Might Be a Fit
The ideal candidate will have prior experience in retirement plan administration, recordkeeping, implementation, or a related retirement plan role, and a general understanding of 401(k), profit sharing, and other qualified retirement plans.
Requirements
- Bachelor’s degree preferred
- Prior experience in retirement plan administration, recordkeeping, implementation, plan documents, or a related retirement plan role
- A general understanding of 401(k), profit sharing, and other qualified retirement plans
- Strong Microsoft Excel skills
- Comfortable learning and working within multiple software platforms and technology systems
- Experience with FT William retirement plan software is preferred
- Strong organizational skills and attention to detail
- The ability to manage multiple projects and shift priorities
- Strong written and verbal communication skills
- The ability to work independently while also collaborating with a broader team
Benefits
- 401(k) plan
- Paid time off
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Paid holidays
- Retirement plan services
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