Retirement Plan Services Specialist III

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Retirement Plan Services Specialist III 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 III ensures plan compliance with all applicable government regulations. Prepares and completes any required government filings, annual testing, and reporting. Additionally, Retirement Plan Services Specialist III typically requires a bachelor's degree. Typically reports to a manager. The Retirement Plan Services Specialist III work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Retirement Plan Services Specialist III typically requires 4-7 years of related experience.