Baystate Financial · 6 days ago
Retirement Plan Specialist
Wellesley, MA
Full-time
Onsite
Mid Level
$90K/yr - $130K/yr
3+ years expBaystate Financial is seeking a motivated Retirement Plan Specialist to support their growing Retirement Plan Department. This role focuses on delivering exceptional service to plan sponsors and participants across various retirement plans while collaborating within a dynamic team environment.
BankingCrowdfundingFinancial ServicesVenture Capital
No H1B
U.S. Citizen OnlyHiring Manager
Ashley Harris
Responsibilities
Support plan sponsors with onboarding, plan design updates, amendments, and investment changes
Prepare fiduciary materials: agendas, investment menus, benchmarking reports, and review documents
Coordinate and deliver participant education (group + one-on-one)
Manage RFPs for new and existing plans
Respond to participant requests and resolve issues
Maintain CRM and retirement plan data (RPAG, Salesforce, A360)
Partner with recordkeepers on enrollments, rollovers, fund changes, and distributions
Collaborate with TPAs to support fiduciary oversight
Assist with internal revenue reporting and reconciliation
Work with senior leadership on strategic plan design enhancements
Qualification
Required
Bachelor's degree in business, finance, accounting, or related field
3+ years of experience in 401(k)/retirement plan administration or related area
Full Cycle Management of a Retirement Plan
Series 6 or retirement plan designation
Familiarity with recordkeeping systems and platforms; Microsoft Office required
Strong teamwork, communication, and client service skills
High integrity and professionalism with confidential information
To qualify, you must be a US Citizen or permanent resident
Candidates must be local to Wellesley, MA
Preferred
Experience with Adobe, Salesforce, RPAG, or OneDrive is a plus
Benefits
Robust benefits package
Hybrid work schedule
Reduced summer Fridays
Professional development opportunities
Legendary snack drawer
Company
Baystate Financial
Baystate Financial is a financial services company in Boston, MA.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brad Simonds
Chief Supervisory Officer
Bryan Morrell
Partner
Recent News
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