401(k) Plan Administration Expert

2 weeks ago


Cincinnati, Ohio, United States Western & Southern Life Full time

Position Overview

This role requires a full-time commitment on-site.

Welcome to Western & Southern Financial Group, where our dedication to delivering value to our clients is at the core of our mission. We pride ourselves on offering meaningful and rewarding opportunities for our associates, fostering a culture that positions Western & Southern as a premier career destination.

With over 135 years of rich history:

  • We originated as a humble, door-to-door life insurance provider and have evolved into a lasting institution.
  • Ranked 314 on the Fortune 500 list.
  • Recognized for excellence by our Talent Development Team.
  • Honored as a Top 10 Spouse Employer and Military Friendly Employer in 2023.
  • We believe Cincinnati is the ideal place to live, work, and enjoy life, which drives our commitment to community service.

Our Organizational Culture

We are focused on building a sustainable company that delivers long-term value to our clients, partners, and associates. We seek professionals who exemplify our values of integrity, exceptional performance, collaboration, and teamwork. Our commitment is to hire and nurture associates who are motivated to succeed, possess a strong work ethic, and apply sound, ethical judgment in their decision-making processes.

Key Responsibilities

The Retirement Specialist will oversee the daily management of both a 401(k) plan and a pension plan, providing essential phone support to clients. Responsibilities include:

  • Processing time-sensitive requests for plan distributions.
  • Assessing eligibility for benefits.
  • Offering administrative support for various retirement plans.
  • Managing transactions for monthly pension payrolls, ensuring accurate balancing of earnings and deductions.
  • Overseeing biweekly and monthly 401(k) contributions and month-end accounting reconciliations.
  • Determining death benefits for both active and retired members, including all communications with beneficiaries and disbursement of benefits.

Essential skills for this role include strong organizational abilities, multitasking, customer service proficiency, and familiarity with Microsoft Office applications.

Comprehensive Benefits Package

  • Extensive benefits including medical, dental, vision, prescription, pet insurance, life insurance, disability, fertility, maternity/caregiver & parental leave, and more.
  • Retirement options featuring both a 401(k) savings plan and a pension plan.
  • Paid time off that increases with tenure.
  • Tuition reimbursement opportunities.
  • Subsidized parking options.
  • On-site cafeteria and fitness center, including sports leagues.
  • Access to an on-site registered nurse.
  • Career coaching and mentoring programs.
  • Personalized development plans and career advancement pathways.

For more information about our organization, please visit our website.

Western & Southern Financial Group is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, sex, religion, national origin, age, disability, veteran status, union membership, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by law.

Job Type: Full-time

Pay: Starting at $25.96 per hour

Experience Required:

  • Proficiency in Microsoft Excel: 1 year (Required)

Work Location: In-person



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