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Atlantic Group · 7 hours ago

Retirement Plan Advisor (401k Specialist)

Raleigh, NC

Full-time

Hybrid

Mid, Senior Level

$85K/yr - $120K/yr

6+ years exp

Atlantic Group is hiring a Retirement Plan Advisor (401k Specialist) in Raleigh, NC, with our client, a leading retirement services firm. You’ll manage institutional plan relationships, oversee governance and fiduciary compliance, and guide investment strategy to improve participant outcomes.

B2BHuman ResourcesStaffing Agency

Growth Opportunities

Responsibilities

Client Management: Lead relationships with 401(k), 403(b), and other institutional retirement plan clients, ensuring exceptional service and strategic oversight

Plan Governance: Conduct fiduciary and compliance reviews, deliver best-practice recommendations, and guide plan committees through governance processes

Investment Oversight: Manage quarterly investment reviews, monitor fund performance, and ensure alignment with the Investment Policy Statement (IPS)

Plan Design & Optimization: Advise plan sponsors on design improvements, cost efficiency, and participation strategies to enhance retirement outcomes

Fiduciary Leadership: Serve in a 3(21) or 3(38) fiduciary capacity, maintaining compliance with ERISA and DOL regulations

Participant Engagement: Oversee education initiatives, managed account programs, and communication strategies to improve employee retirement readiness

Qualification

ERISA consultingFINRA Series 7FINRA Series 66Investment advisoryExcel proficiencyPowerPoint proficiencyClient relationship managementBusiness developmentCommunication skillsNegotiation skillsStrategic thinking