Participant Education Specialist - Winter Park

Only for registered members Winter Park, United States

3 weeks ago

Default job background
+ A 401(k) Participant Education Specialist teaches employees about their employer-sponsored retirement plans, focusing on enrollment, investment choices, contribution strategies, and planning for retirement,
Essential Functions
Educate on Plan Features:
Explain plan rules, benefits, company matching, and enrollment processes.
Provide Investment Guidance:
Teach investment fundamentals without giving specific investment advice to avoid liability.

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