Prosperity - An EisnerAmper Company · 6 hours ago
Retirement Plan Specialist
Boston, MA
Full-time
Onsite
Mid Level
4+ years expProsperity - An EisnerAmper Company is a leading wealth management firm focused on providing objective financial planning services. They are seeking a detail-oriented Retirement Plan Specialist to oversee the daily operations and administration of clients’ retirement plans, ensuring exceptional service and compliance.
FinanceFinancial ServicesRetirementWealth Management
Responsibilities
Manage, prepare, and present materials for retirement plan fiduciary review meetings including investment research, fee-benchmarking analysis, and compliance reporting
Advise plan sponsors on investments, compliance regulations, and plan design options
Serve as the primary resource for plan sponsors, coordinating with recordkeepers and third-party administrators to resolve issues and ensure effective plan administration
Develop, prepare, and present materials for retirement plan participant education meetings
Provide plan participants with guidance on retirement preparation, procedural details, and in resolving issues with vendors
Assist with new business opportunities, plan analysis, and onboarding
Collaborate with recordkeepers, TPAs, and internal teams to maintain accurate plan records, facilitate investment updates, plan design changes, and ensure fiduciary responsibilities are met
Prepare and distribute client communication and educational materials
Qualification
Required
Bachelor's degree or 4+ years of experience in 401ks required
1+ years of proven experience in retirement plan administration, preferably in a wealth management or financial service environment
Preferred
Familiarity with Cash Balance Combination Plan arrangements and Non-Qualified Retirement Plans is preferred
Strong organizational, verbal, and written communication skills
Excellent client service and attention to detail
Proficiency with retirement plan platforms (RPAG) and Microsoft Office Suite (Excel and PowerPoint)
Series 6, 7, or 65 license preferred
Company
Prosperity - An EisnerAmper Company
Prosperity – An EisnerAmper Company, is an independent fiduciary (RIA).
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Cassity Wingenbach
Chief Operating Officer
Donna Gestl
Chief Operating Officer
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