Retirement Plan Specialist in Corcoran, MN at Hire Road

Date Posted: 10/21/2019

Job Snapshot

Job Description

Retirement Plan Specialist (401k)
Medina, MN


Our client is looking to add a Retirement Plan Specialist to their team who will have a broad range of responsibilities related to the administration of the Company’s retirement plans including the 401(k), SERP, Employee Stock Ownership Plan (ESOP) and Employee Stock Purchase Plan (ESPP). Duties will include ensuring that the plans are administered in compliance with ERISA and other laws and regulations. The role will serve as the internal subject matter expert regarding the company’s retirement plans.

Retirement Plan Specialist must have a minimum of six years of experience in retirement plan administration.

Retirement Plan Specialist Requirements:

  • Bachelor’s degree in Business Administration, Finance, Accounting, Human Resources or equivalent combination of education and experience
  • Certified Employee Benefits Specialist (CEBS) and/or Certified Benefits Professional (CBP) preferred
  • Minimum six years of experience in retirement plan administration
  • Demonstrated project management experience
  • Experience working with non-qualified and stock-based retirement plans
  • Highly effective oral and written communication skills
  • Knowledge of retirement plan regulations including ERISA and 409A
  • Strong analytical and problem-solving skills
  • Familiarity with HRIS systems, preferably Workday
  • Strong Excel and PowerPoint skills

Retirement Plan Specialist Description:

  • Lead the execution of compliance activities including plan audits, Form 5500 filings and non-discrimination testing. Incudes the establishment of an annual compliance calendar
  • Manage vendor relationships to ensure compliance with applicable plan documents and contract terms.
  • Monitor new regulations that affect the Company’s retirement plans
  • Collaborate with Legal, Finance, HRIS, Payroll ad Treasury to ensure effective and compliant plan administration
  • Identify and execute strategies related to driving employee readiness
  • Resolve escalated employee issues related to retirement plans
  • Participate in the preparation of Retirement Plan Committee agendas and material


Choosing the Hire Road is about shared success, active and committed partnerships and relationships that last.  Hire Road is solely focused on connecting highly skilled professionals with leading organizations. We are a solutions-based, results-oriented staffing company specializing in a wide range of industry specific practices. To put it simply, we recruit, screen and hire talented people for temporary and full-time positions.

This classification description is intended to indicate the general kinds of tasks and levels of work difficulty that are required of positions given this title and should not be construed as declaring what the specific duties and responsibilities of any particular position shall be.  It is not intended to limit or in any way modify the right of any supervisor to assign, direct and control the work of the employees under her/his supervision.  The use of a particular expression or illustration describing duties shall not exclude other duties not mentioned that are of a similar kind or level of difficulty.

Equal Opportunity Employer