retirement plan specialist

Cobalt Benefits Group, LLC

<div>Description:
<p>
Join our team at Cobalt Benefits Group and start an exciting new career in employee benefits solutions. As a <b>Senior Benefits Plan Document Specialist</b>, you&rsquo;ll play an important role in helping us offer customized, self-funded insurance options to our clients and members.</p><p>
The Senior Benefits Plan Document Specialist is responsible for drafting, revising, and maintaining comprehensive summary plan descriptions (SPDs), benefit summaries, and regulatory documents for our clients&rsquo; employee health and benefit plans. This role requires a deep understanding of self-insured healthcare plans, regulatory compliance, and industry best practices.</p><p>
As a key contributor, the Senior Plan Design Specialist, Plan Documents will exercise independent judgment in interpreting ERISA, ACA, and other applicable laws to ensure documents remain compliant and accurately reflect benefit structures. This role involves frequent collaboration with internal teams, brokers, client representatives, and stop-loss carriers, making strong communication and analytical skills essential.</p><p><b><br>
Key Responsibilities:</b></p><ul><li>
Develop, review, and maintain Summary Plan Descriptions (SPDs), Summaries of Benefits and Coverage (SBCs), and related documents for self-insured medical, dental, and specialty benefit plans.</li><li>
Interpret and apply federal regulations (ERISA, ACA, COBRA, HIPAA) to ensure plan documents meet legal and compliance standards.</li><li>
Lead plan amendments and documentation updates, collaborating with account managers, implementation teams, brokers, and client representatives.</li><li>
Analyze and advise on plan design changes, ensuring alignment with regulatory requirements and industry standards.</li><li>
Maintain and enhance the electronic library of plan documents, ensuring version control and compliance with company policies.</li><li>
Serve as a subject matter expert on self-insured regulations, providing guidance and recommendations to internal stakeholders.</li><li>
Conduct research and stay current with evolving legislation to proactively update documents and advise on compliance matters.</li><li>
Provide strategic input on process improvements and document standardization to enhance operational efficiency.</li></ul>
Requirements:
<ul><li>Bachelor&rsquo;s degree in Business, Healthcare Administration, Legal Studies, or a related field (or equivalent experience).</li><li>
Minimum of 3 years of experience in benefit plan document drafting, compliance, or plan administration.</li><li>
Extensive knowledge of healthcare plan documents and self-insured industry practices required.</li><li>
Strong ability to interpret and apply federal laws and regulations (ERISA, ACA, COBRA, HIPAA).</li><li>
Experience working with third-party administrators (TPAs), stop-loss carriers, and brokers is highly preferred.</li><li>
Advanced proficiency in Microsoft Office (Word, Excel, Outlook) and document management systems.</li><li>
Exceptional analytical skills, attention to detail, and independent problem-solving abilities.</li><li>
Strong written and verbal communication skills, with the ability to explain complex concepts clearly.</li></ul><p><b>
Work Environment &amp; Physical Demands</b></p><ul><li>
Hybrid or remote work availability may be offered based on meeting key performance metrics.</li><li>
Prolonged periods of sitting may be required.</li><li>
Regular use of a computer, keyboard, and mouse is necessary; reasonable accommodations will be provided upon request.</li><li>
Employees should ensure an ergonomically appropriate desk and chair setup.</li><li>
Comfort with being on camera for virtual meetings (e.g., Microsoft Teams)</li></ul><p><b>
Benefits:</b></p><p>
After successfully completing a waiting period, eligible Full-time employees have access to our comprehensive benefits package, including:</p><ul><li>
Fantastic medical, dental, and vision insurance*</li><li>
Twice annual employer HSA contributions, covering 50% of the HDHP plan&rsquo;s annual deductible!</li><li>
Company provided Basic Life and AD&amp;D</li><li>
Company paid Short-Term and Long-Term Disability**</li><li>
Flexible Spending Accounts*</li><li>
401(k) Retirement Plan with up to a 6% employer-match** WOW! (100% fully vested after 3 years)</li><li>
10+ paid holidays</li><li>
Generous paid vacation and sick time</li><li>
Annual Volunteer Paid Day</li><li>
Annual Tuition Reimbursement</li><li>
Annual Health and Wellness Reimbursement</li><li>
Lots of fun company events</li></ul><p><b>
Who We are:</b></p><p>
As a trusted third-party administrator (TPA) specializing in self-funded benefit plans, Cobalt Benefits Group (CBG) is committed to helping employers find high-quality coverage at a cost they can afford. We administer self-funded insurance benefits through our three companies: EBPA, Blue Benefit Administrators of Massachusetts, and CBA Blue.</p><p>
With over 30 years of experience and a dedicated team of more than 200 employees, we work collaboratively to build customized self-funded health plans, manage claim payments and disputes, and administer other specialized programs such as FSAs, HSAs, COBRA, and retiree billing. Join us as we match employers across our region with the right solutions for their employee benefit needs. To learn more about working at CBG, visit https://www.cobaltbenefitsgroup.com/careers/.</p><p>
Benefit Waiting Period Notes:</p><ul><li>60 day waiting period</li></ul><p>
**90 day waiting period</p></div>

Senior Benefits Plan Document Specialist, Self-Funded Healthcare Plans

PRESTIGE EMPLOYEE ADMINISTRATORS

<div><b>Company Overview: </b>For more than 25 years, Prestige has provided cost-effective employee benefits and HR services, transparent pricing, and personalized, quality service to every client. We go the extra mile to develop long-term relationships and build strong partnerships with each client we serve. We help our clients focus on running&mdash;and growing&mdash;their businesses. Bonded by shared goals, we&rsquo;re a data-driven and results-focused company committed to solving any HR issue, big or small.<br>
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<b>Position Description:</b><br>
The incumbent will support the VP of Financial and Retirement Services with all aspects of a multiple employer retirement savings plan for participating client worksites and worksite employees.
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<b>Roles &amp; Responsibilities:</b><br>
<b>Onboarding Retirement</b><ul><li>
Oversee all plan set-ups and first payrolls.</li><li>
Acting as first point of contact for Retirement Plan Setup and setting up their plans and match rules in HRIS system.</li><li>
Attend new client onboarding consultations when necessary</li><li>
Assist new clients in completing required plan documents, ensuring a smooth transition for new plans.</li><li>
Work with Sales team to provide marketing materials to prospects, attending sales calls when requested and providing plan comparisons.</li><li>
Maintain new client onboarding records to track new plan setups and update daily.</li><li>
Manage the transition of retirement plans from acquisitions</li></ul><b>
Salesforce</b><ul><li>
Track projects and communications with clients through Salesforce cases and records.</li></ul><b>
Customer Service</b><ul><li>
Addresses escalated new client questions and escalated issues.</li></ul><ul><li>
Research and resolve client and employee issues related to enrollment, deferrals, remittance, plan design and compliance.</li><li>
Update payroll system with enrollments and contribution changes as necessary.</li><li>
Completes corrections for missed deferrals and matches when they arise.</li><li>
Run and provide clients with census reports upon request</li></ul><b>
Plan Administration and Auditing</b><ul><li>
Processing Bonus Deferral Election Forms, K1 Contributions, and Verifying/Approving Quarterly Forceouts.</li><li>
Approve/Deny Distribution Requests</li><li>
Process employee requests (enrollment/change, incoming rollover, loan, distribution, hardship withdrawals)</li><li>
Audits plans through weekly Databridge API Verifications, Variance Reports, and Slavic Import Failures.</li></ul><b>
Other Special Projects</b><ul><li>
Takes lead on special projects as they arise such as audits and Slavic requests for gathering company information.</li></ul><br>
<b>
Experience</b>: A strong knowledge of 401K plans and administration. Candidates must possess the ability to manage projects and workflows across multiple teams with minimal supervision. Background in customer service a plus. Bachelor&rsquo;s degree preferred.
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<b>Specific Skills Needed:</b><ul><li>
Strong organizational skills</li><li>
Detail oriented with ability to multi-task</li><li>
Ability to manage multiple projects under minimal supervision</li><li>
Strong verbal communication skills and phone presence</li><li>
Strong written communications skills</li><li>
Customer service skills</li><li>
Microsoft Office and internet skills</li><li>
Knowledge of ERISA regulations</li><li>
Prism a plus</li><li>
Salesforce a plus</li></ul><br>
This role is 3 days in the office, 2 days work from home.<br>
<p>
</p><p>HZ8upQEgGH</p></div>

Retirement Specialist

Commonwealth of Pennsylvania

<div><div><div><h2 class="jobSectionHeader"><b>THE POSITION</b></h2></div>
<p></p><div><div>Are you interested in a role where you can make a difference with a team that works to deliver exceptional retirement service and benefits? The Public School Employees Retirement System (PSERS) is currently looking to hire a Retirement Representative Trainee to join the Bureau of Communications and Counseling. This role will be trained to explain, counsel, and facilitate the employee benefits program of PSERS with members and school districts throughout the Commonwealth.<br>
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If you have experience with new technology and computer programs, you are able to multitask, and you are customer service focused - this is the opportunity for you!<br>
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This position is located in Warminster, Bucks County, Pennsylvania for which the incumbent must maintain Pennsylvania residency. The employer will not pay for relocation, housing, or travel expenses.</div></div><p></p>
<div><h2 class="jobSectionHeader"><b>DESCRIPTION OF WORK</b></h2></div>
<p></p><div><div>As a Retirement Representative Trainee, you will be a member of the PSERS Call Center. You will be trained to handle member phone calls and electronic inquiries regarding retirement plans and benefits for active and retired members utilizing the PSERS databases, business software, and the Microsoft Office 365 platform which will be the majority of your daily duties. Duties also require public speaking to large and small groups through virtual and in person retirement seminars which will require using multiple computer programs simultaneously. This position also gathers member information for individual retirement counseling sessions, provides calculations regarding retirement benefits, inputs and verifies accuracy of data submitted, participates in the testing of automated system changes, and analyzes data to validate information and identify errors.</div><div></div><div><br>
This is a trainee position. Following the successful completion of this twelve-month on-site training period, candidates will be eligible for promotion to PSERS Retirement Representative.</div><div></div><div><br>
Candidates who would be successful in this role will have strong public speaking, verbal and written communication skills, experience responding to high call volume workloads, and the able to use multiple computer systems and applications simultaneously to provide high quality and seamless customer service for our members and the employers who support them.</div><div></div><div><br>
Interested in learning more? Additional details regarding this position can be found in the position description.</div><div></div><div><b><br>
Work Schedule and Additional Information:</b></div><ul><li>
Full-time employment, 37.5 hours per week</li><li>
Work hours are 8:30 AM to 5:00 PM, Monday - Friday, with a 60-minute lunch.</li><li>
Travel through assigned areas of Pennsylvania will be required, further travel requirements can be discussed during the interview process.</li><li>
This position is required to work in office at 605 Louis Drive, Suite 500 Warminster, PA 18974.</li><li><b>
Telework: </b>Once the initial 12-month training is completed, this position may be able to telework on a part-time basis, based on operational needs. To telework, you must have a securely configured high-speed internet connection and work from an approved location inside Pennsylvania. If you are unable to telework, you will have the option to report to the regional office in Warminster. Telework is subject to change at any time. Additional details may be provided during the interview.</li><li><b>
Salary:</b><b><i> </i></b>In some cases, the starting salary may be non-negotiable.</li><li>
You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices.</li></ul></div><p></p>
<div><h2 class="jobSectionHeader"><b>REQUIRED EXPERIENCE, TRAINING &amp; ELIGIBILITY</b></h2></div>
<p></p><div><div><b>QUALIFICATIONS</b></div><div><b>
Minimum Experience and Training Requirements:</b></div><ul><li>
Four years of staff support experience assisting with human resources administration, financial management, or public relations work in a pension or retirement system or a related occupational area; <b>or</b></li><li>
A bachelor's degree in communications, human resources, business administration, business management, psychology, labor relations, or a related area; <b>or</b></li><li>
An equivalent combination of experience and training.</li></ul><div><b><br>
Other Requirements:</b></div><ul><li>
You must meet the PA residency requirement. For more information on ways to meet PA residency requirements, follow the link and click on Residency Guidelines.</li><li>
You must be able to perform essential job functions.</li></ul><div></div><div><b><br>
Legal Requirements:</b></div><ul><li>
A conditional offer of employment will require submission of criminal history reports. See hiring agency contact information.</li></ul><div><b><br>
How to Apply:</b></div><ul><li>
Resumes, cover letters, and similar documents will <b>not</b> be reviewed, and the information contained therein will not be considered for the purposes of determining your eligibility for the position. Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education).</li><li>
If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable.</li><li>
Your application must be submitted by the posting closing date<i>. </i>Late applications and other required materials will not be accepted.</li><li><b>
Failure to comply with the above application requirements may eliminate you from consideration for this position.</b></li><li>
All application materials and interview responses must reflect the applicant&rsquo;s own experience, qualifications, and work. Applicants may use generative AI tools for preparation purposes only. Use of AI to misrepresent or falsify information, or to assist during interviews, is not permitted. Review the Guidance for Generative AI Tools &amp; Job Seekers for additional information.</li></ul><div><b><br>
Veterans:</b></div><ul><li>
Pennsylvania law (51 Pa. C.S. &sect;7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preferences for veterans, go to www.pa.gov/agencies/employment/how-to-apply.html and click on Veterans.</li></ul><div><b><br>
Telecommunications Relay Service (TRS):</b></div><ul><li>
711 (hearing and speech disabilities or other individuals).</li></ul><div><br>
If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date.</div><div></div><div><br>
The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply.</div></div><p></p>
<div><h2 class="jobSectionHeader"><b>EXAMINATION INFORMATION</b></h2></div>
<p></p><div><ul><li>Completing the application, including all supplemental questions, serves as your exam for this position. No additional exam is required at a test center (also referred to as a written exam).</li><li>
Your score is based on the detailed information you provide on your application and in response to the supplemental questions.</li><li>
Your score is valid for this specific posting only.</li><li>
You must provide complete and accurate information or:<ul><li>
your score may be lower than deserved.</li><li>
you may be disqualified.</li></ul></li><li>
You may only apply/test <b>once</b> for this posting.</li><li>
Your results will be provided via email.</li></ul></div></div></div><p></p>
<br><p></p><div><div><div><p>Learn more about our Total Rewards by watching this short video!</p><p><br>
See the total value of your benefits package by exploring our benefits calculator.<br>
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<b>Health &amp; Wellness</b></p><p>We offer multiple health plans so our employees can choose what works best for themselves and their families. Our comprehensive benefits package includes health coverage, vision, dental, and wellness programs.*</p><br>
<b>Compensation &amp; Financial Planning</b><br>
We invest in our employees by providing competitive wages and encouraging financial wellness by offering multiple ways to save money and ensure peace of mind including multiple retirement and investment plan options. <br>
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<b>Work/Life Balance</b><br>
We know there&rsquo;s more to life than just work! Our generous paid leave benefits include paid vacation, paid sick leave, eight weeks of paid parental leave, military leave, and paid time off for most major U.S. holidays, as well as flexible work schedules and work-from-home opportunities.* <br>
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<b>Values and Culture</b><br>
We believe in the work we do and provide continual opportunities for our employees to grow and contribute to the greater good. As one of the largest employers in the state, we provide opportunities for internal mobility, professional development, and the opportunity to give back by participating in workplace charitable giving.<br>
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<b>Employee Perks</b><br>
Sometimes, it is the little &ldquo;extras&rdquo; that make a big difference. Our employees receive special employee-only discounts and rates on a variety of services and memberships.<br>
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For more information on all of these Total Rewards benefits, please visit www.employment.pa.gov and click on the benefits box.<br>
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<ul><li>Eligibility rules apply.</li></ul></div></div></div><p></p>

PSERS Retirement Representative Trainee

Payentry

<div><p><b>Retirement Plan Administrator</b></p><p><br>
Do you love technology? Are you looking for a great company that offers growth and skills development? Join the Payentry Team!</p><p>
We are actively looking for a Retirement Plan Administrator to join our benefits team. This role would serve as a contact for our plan vendors and third-party administrators, and also prepare necessary reports and documents for the plans. Under management guidance, this role would be responsible for the daily maintenance tasks associated with the plans.<b>
</b></p><p><b>What do you need?</b></p><ul><li>
Benefit account administration or payroll experience</li><li>
Strong organizational and time management skills</li><li>
Ability to meet strict deadlines</li><li>
Ability and motivation to work independently</li><li>
Proficiency in Microsoft Office Suite</li><li>
Excellent attention to detail</li><li>
Excellent verbal and written communication skills</li><li>
Excellent troubleshooting/ problem-solving skills</li></ul><p><b>
What will you do?</b></p><ul><li>
Serve as a contact for plan vendors and third-party administrators</li><li>
Upload 401(k) contributions on a per payroll basis</li><li>
Prepare quarterly Fi360 reports</li><li>
Prepare employee reporting necessary for annual compliance testing</li><li>
Process participant documents and requests such as enrollment forms, loans, and distributions.
</li><li>Implement new plans; complete and process new plan documents and advising agreements, and set up retirement service in payroll software</li><li>
Send and track all required notices in accordance with IRS guidelines</li><li>
Responsible for daily maintenance of plans under management guidance</li></ul><p><b>
What's in it for you?</b></p><ul><li>
A start to a career within a fast-growing company</li><li>
An uncapped opportunity to increase your income<br>
</li><li>
A competitive benefits package including medical, dental, and vision insurance for you and your family</li><li>
100% company-paid life, short-term, and long-term disability benefits.</li><li>
401(k) Safe Harbor plan with up to a<b> </b>4% company match with vesting from day one (1).</li><li>
Generous discretionary paid time off package with immediate eligibility.</li></ul><p><b><br>
Who is Payentry?</b></p><p><br>
We offer human capital management services to employers throughout the US. Payentry. Our cloud-based SaaS platform provides employer solutions that increase cash flow and efficiency, reduce risk, and give a competitive edge in managing and retaining high-quality employees.</p></div>

Retirement Plan Administrator

Leading Retirement Solutions

<p>At Leading Retirement Solutions (LRS) our mission is to empower all businesses with the economic independence required to help their employees save for a secure retirement. If this aligns with your values, and you possess the skill set to thrive in a fast-paced and often changing work environment, we would love for you to join our organization of experts!</p><p>We recommend and implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP &amp; Simple IRAs, ROBS, ESOPS, Church Plans, and even retirement plans for Cannabis companies. Through our open architecture recordkeeping services, we provide investment advisors, managers, plan sponsors and participants access to traditional and non- traditional investments.</p><p><b>Department Responsibilities </b></p><p>Our Recordkeeping team is responsible for processing plan participant transactions and quality checking each distribution, rollover, payroll to ensure funds flow to and from the correct accounts. The department is also responsible for ticket handling and meeting departmental Service Level Agreements as set by the organization as well as the clients we serve.</p><p><b>Essential Job Duties</b></p><ul><li>Support daily and balance forward defined contribution and defined benefit plans.</li><li>Customer support, including answering phones, email and chat inquiries from sponsors, partner and participants.</li><li>Engage in daily trading and reconciliation of trust accounts and contributions.</li><li>Work with Plan Administrators and clients to calculate and allocate contributions.</li><li>Contribution processing, including processing payroll contribution files.</li><li>Census analysis and determination of participant eligibility and vesting.</li><li>Review, approve and process participant distributions, including loans.</li><li>Conduct payroll training with new clients; coordinate with payroll vendors and our technology team to support the most efficient payroll contribution process for each client.</li><li>Plan setup in Recordkeeping systems, including enrollment, contribution, and investment allocation set up for participants.</li><li>Review plan documents, understand retirement plan provisions, install plans in Recordkeeping system.</li><li>Create online accounts for each customer, including uploading documents, deliver account login information and monitor utilization.</li><li>Monthly and quarterly fee processing, including invoicing and plan asset sweeps.</li><li>Review fund notices and implement fund changes from drafting notices, to communicating with sponsors, advisor partners and participants.</li><li>Assist with plan conversions, deconversions and mergers/acquisitions.</li><li>Provide support to our clients including business owners and their employees.</li><li>Develop new processes, resulting in greater efficiencies and reduced costs.</li><li>Support, coordinate, and develop processes with a team responsible for servicing a book of company sponsored retirement plans.</li><li>Research, develop implementation plan and deploy Recordkeeping enhancements.</li><li>Additional duties as assigned.</li></ul><p><b>Minimum Qualifications </b></p><ul><li>2-3 years&rsquo; related experience in daily recordkeeping or trading experience is required.</li><li>Superb communication skills and a commitment to superior customer service.</li><li>Excellent attention to detail and accuracy, proficient with numbers and basic calculations.</li><li>Solutions oriented and ability to handle changing and competing responsibilities.</li><li>Strong command of technology including QuickBooks, and ability to learn new software solutions easily and quickly.</li><li>Proficiency is required with Excel, Word, Outlook, Adobe Acrobat</li></ul><p><b>Preferred Qualifications</b></p><ul><li>Knowledge of the Retirement Plan Industry is preferred.</li><li>Experience with Schwab Retirement Technologies (SRT) is preferred, or similar system.</li></ul><p><b>Physical Demands and Work Environment</b></p><ul><li>While performing the duties of this job, the employee is regularly required to talk and hear.</li><li>The employee is frequently required to sit; use hands to finger, handle, or feel; and reach with hands and arms.</li><li>The employee must occasionally lift and/or move up to 10 pounds.</li><li>Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.</li><li>The work environment is usually an indoor setting with infrequent exposure to outside elements.</li><li>The person in this position occasionally needs to move about inside a home office environment to access file cabinets, office machinery, etc.</li><li>Constantly operates a computer and other office productivity machinery such as a printer.</li></ul><p><b>We Offer Great Benefits!</b></p><ul><li>Choice between 4 medical plans</li><li>Dental, Vision, Accident, and Life/AD&amp;D Insurance</li><li>HSA and FSA options</li><li>2+ Weeks of Paid Time Off (PTO)</li><li>Paid Holidays</li><li>Employer sponsored 401(k) Plan + Employer matching contributions</li><li>Performance bonuses</li><li>Financial support for ongoing education and credentialing</li><li>Financial wellness services via ZayZoon</li><li>Great, casual working environment with casual dress</li><li>100% Employer Paid Work-From-Home Setup</li><li>Flexible Scheduling</li></ul><p><i>Leading Retirement Solutions is proud to be an Equal Opportunity employer and we value diversity at our firm. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. LRS will only employ those who are legally authorized to work in the United States for this opening. </i></p><p>Job Type: Full-time</p><p>Pay: $55,000.00 - $75,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Flexible schedule</li><li>Health insurance</li><li>Health savings account</li><li>Paid time off</li><li>Professional development assistance</li><li>Referral program</li><li>Tuition reimbursement</li></ul><p>Work Location: Remote</p>

Retirement Plan Recordkeeper

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10000 retirement plan specialist jobs Near Me

Senior Benefits Plan Document Specialist, Self-Funded Healthcare Plans

Retirement Specialist

PSERS Retirement Representative Trainee

Retirement Plan Administrator

Retirement Plan Recordkeeper

Senior Benefits Plan Document Specialist, Self-Funded Healthcare Plans

Senior Benefits Plan Document Specialist, Self-Funded Healthcare Plans