• Availability: Ongoing

We are seeking a Retirement Plan Specialist to join our Employer Retirement Plan Services team. This position offers the right candidate an amazing opportunity to serve our retirement plan members and enjoy a career helping to shape the future of a highly committed and cutting-edge financial planning firm. Candidates should passionately believe that client interests always come first.


  • Schedule and participate in Plan Fiduciary meetings; prepare agendas with team input.
  • Point person for participant inquiries, resolving issues that may arise and keeping client informed when necessary.
  • Oversee investment fund changes, participant notices and other department projects.
  • Participate in development and delivery of participant education campaign, including attendance at on-site and virtual meetings.
  • Coordinate and lead team meetings to keep abreast of client matters and deliverables.
  • Stay abreast of changes in recordkeeper procedures and deliverables and communicate same to team and clients.
  • Serve as peer-resource and provide constructive feedback to the team.
  • Attend and participate in various internal committee meetings. Prepare necessary materials as requested.
  • Assist team with ad hoc research projects as needed.
  • Assist with other Employer Retirement Plan (ERP) team member’s responsibilities if/when they are out of the office.
  • Perform other duties as assigned.

For consideration of the position of Retirement Plan Specialist, in addition to the above, this position is expected to:

  • Properly manage individually assigned client alerts and actions within CRM program, updating with notes and actions, etc.
  • Setup and launch workflows and service monitors.
  • Input actions resulting from client meetings into CRM and take responsibility for follow-up.
  • Support lead advisor by preparing for and taking notes during client meetings.
  • Take ownership and accountability in managing service provider relationships.
  • Efficiently manage calendar and time constraints.
  • Proactively anticipating and resolving plan administration issues to ease client burdens.
  • Effectively communicate in client & participant meetings.
  • Demonstrate a commitment to RTD’s core competencies of teamwork, organization, communication, forward thinking/innovation, thoroughness/detail, and initiative, as outlined in the employee handbook.
  • Able to clearly communicate our firm’s ERP philosophies and embrace our processes.
  • Fully understand all business lines and identify opportunities of potential new business.
  • Travel occasionally in the tri-state area

Knowledge, Skills and Abilities

  • B.S. or B.A. degree from accredited four-year university.
  • 4+ Years of experience in financial service or ideally retirement plan industry.
  • Enrollment in or willingness to acquire a professional designation; CRPS, CPFA, QKA, AIF.
  • Presentation and intrapersonal skills in client meetings.
  • Excel and PowerPoint proficiency.
  • Proactive in team and client responsibilities.
  • Completeness, accuracy and thoroughness of plan documentation and applications
  • Very organized, with acute attention to detail.
  • Strong verbal and written communication skills.
  • Genuinely caring by nature, empathetic and a good listener.
  • Experience and comfort with working in a supporting role as part of a team.
  • Self-starter, problem solver and goal-oriented team player with a ‘no job is beneath me’ attitude.
  • Demonstrates curiosity and confidence when working with others.


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