Retirement Specialist

Human Resources Opportunity in Financial Services Retirement Specialist - Employee Benefits Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, 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 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 Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic. Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting. Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

Created: 2026-04-15