Retirement Specialist
4 weeks ago
Job Title: HR Retirement Specialist
Location: Foster City, CA 94404/ Austin, TX 78749 (Hybrid model)
Duration: 5+ months (Possible extension)
Pay Range: $40-45/hr
Responsibilities include:
Working on special retirement projects such as a data clean-up project
Researching and reconciling Collecting documentation
Preparing, and fulfilling retirement calculation requests
Analyzing retirement plan data from vendor and internal reporting team
Supporting annual audit and government compliance requirements (Forms 5500s, AFN distribution)
Drafting communications, education, and retirement plan web content
Additional Skills Required:
5-7+ years of experience in pension, 401k or payroll management
In-depth knowledge of retirement plan design, administration, and compliance
BA/BS degree, equivalent preferred
Payroll and/or third party administration background
Strong analytic and risk analysis skills
Must be proficient with Word, Excel, experience W-day a plus
Prefer advanced project management skills and/or presentation skills
Advanced knowledge of retirement plans, ERISA law a plus
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