Foundation Risk Partners · 13 hours ago
Participant Education Specialist
United States
Full-time
Remote
Entry, Mid Level
2+ years expFoundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking a 401k Participant Education Specialist to join their Advus Financial Partners team. The role focuses on educating employees about employer-sponsored retirement plans, providing investment guidance, and promoting financial wellness through various educational sessions.
InsuranceRisk Management
Responsibilities
Educate on Plan Features: Explain plan rules, benefits, company matching, and enrollment processes
Provide Investment Guidance: Teach investment fundamentals, risk tolerance, and asset allocation (without giving specific investment advice to avoid liability)
Conduct Educational Sessions: Lead group workshops, webinars, and one-on-one meetings
Promote Financial Wellness: Integrate broader financial literacy, behavioral finance, and retirement readiness concepts
Support Plan Sponsors: Help employers create effective education policies and meet their fiduciary duties
Qualification
Required
Bachelor's degree in Business, Finance, Accounting, or a related field
2–5 years of experience working with 401(k) plans
Strong interpersonal, written, and verbal communication skills
High attention to detail and ability to manage multiple projects simultaneously
Proficiency with CRM systems and Microsoft Office Suite
Must hold Series 65 license
Strong grasp of retirement plans, investing, and regulations
Excellent public speaking, presentation, and interpersonal skills
Ability to simplify complex financial topics for diverse audiences
Familiarity with retirement plan software and virtual communication tools
Benefits
Medical
Vision
Dental
401(k) with company match
Company paid life insurance
STD
LTD
Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays
Company
Foundation Risk Partners
Foundation Risk Partners is born of decades of insurance expertise and leadership.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2MKey Investors
Barings
2022-08-09Acquired
2020-09-01Debt Financing· $2M
Leadership Team
Charlie Lydecker
President & CEO
Thomas Tinsley
Chief Administrative Officer
Recent News
The Harvard Law School Forum on Corporate Governance
2025-06-29
Lane Report | Kentucky Business & Economic News
2025-06-22
Morningstar.com
2025-05-05
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