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    Retirement Plan Specialist - Norman, United States - Nextep

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    Description

    Job Description

    Job Description

    About the role:

    • A day in the life of a retirement plan support specialist includes supporting our clients and their employees with 401(k) knowledge, working closely with the retirement plan manager and benefits team, and administering Nextep's 401(k) plan.
    • This role requires an eye for detail because you'll be monitoring eligibility, enrollment, and participation changes, as well as handling mergers/transfers of prior retirement plan assets and reconciliation and reporting.
    • Manage the new adopter installation process with Nextep's 401(k) partner to ensure timely and compliant plan installation.
    • Develop and distribute communication materials, including newsletters and guides, to promote retirement plan awareness and engagement among employees.

    Requirements

    About you:

    • You have a high school diploma or equivalent.
    • You have at least one to two years of benefits, 401(k), or customer service experience.
    • You have some ERISA experience in the retirement industry.

    Benefits

    About benefits:

    • 100% paid health, vision, and dental insurance for employees
    • Up to 12 weeks of paid parental leave
    • 401(k) matching


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