Retirement Plan Services Specialist I is responsible for designing, managing, and administering employer-sponsored retirement plans. Works directly with employers to optimize plan design and performance to benefit both employers and employees. Being a Retirement Plan Services Specialist I ensures plan compliance with all applicable government regulations. Prepares and completes any required government filings, annual testing, and reporting. Additionally, Retirement Plan Services Specialist I typically requires a bachelor's degree. Typically reports to a manager. The Retirement Plan Services Specialist I work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Retirement Plan Services Specialist I typically requires 0-2 years of related experience.
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