Mergers and Acquisitions Specialist

Job Summary

A company is looking for a Mergers & Acquisitions Specialist who will manage retirement plan transitions during corporate transactions.

Key Responsibilities

• Lead calls with plan sponsors and financial advisors throughout the M&A process
• Collaborate with internal and external parties to assess plan design, compliance status, and potential risks
• Coordinate plan mergers, spin-offs, or terminations, ensuring timely communication to stakeholders

Required Qualifications

• Preferred Bachelor's Degree in accounting, finance, communications, or related field (or equivalent experience)
• Minimum 3 years of experience in retirement plan administration with expertise in M&A transaction support
• Experience with plan mergers, terminations, and compliance testing
• Proficient with Microsoft Office Suite applications, especially Outlook and Excel
• Professional certifications such as QKS, QKA, or APA are a plus