ERISA Specialist

Job Summary

A company is looking for a Retirement Sales ERISA Specialist.

Key Responsibilities

• Review pricing information from 401(k) providers for competitive comparisons
• Manage inquiries from the sales and implementation teams via phone and email
• Work cross-functionally to address client inquiries on plan design and product support

Required Qualifications

• 5+ years of experience in a client-facing role, such as customer support or account management
• Prior Defined Contribution industry experience required
• QKA or similar industry designation required
• Strong organizational skills to manage multiple tasks and deadlines
• Bachelor's degree or equivalent experience preferred