Retirement Plan Specialist - Hybrid (Richmond, VA.)

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Our Newest Opportunity:

Summary:

This role is responsible for supporting all aspects of retirement plan operations, contributing

to smooth plan administration, accurate data management, and exceptional client service.

This position will help with plan documentation, fees, compliance deadlines, and participant

education initiatives, collaborating with internal teams for successful plan implementation

and client service.

Essential Duties and Responsibilities (includes but is not limited to):

• Assist with preparing quarterly investment management documentation under the guidance of senior team members.
• Learn and apply fee analysis and benchmarking practices to contribute to optimized plan performance.
• Develop basic plan review meeting materials to support client communication, collaborating with senior colleagues.
• Track key dates and events for clients and advisors, including fund changes, notices, 5500 filings, and compliance deadlines, with guidance from the team.
• Assist with plan amendments and recordkeeper fund changes under supervision.
• Review retirement plan invoices for accuracy and learn the approval process.
• Update fee and service agreements for plan sponsors under the guidance of senior associates.
• Support new business and lost business processes by assisting with data entry and ensuring accurate submission and monitoring.
• Provide general support to advisors and clients by resolving basic administrative issues and directing complex inquiries to senior team members.
• Compile basic fund line-up proposals for clients, considering investment options and fees under the guidance of senior staff.
• Assist with communication related to fund or plan changes, keeping clients and advisors informed.
• Schedule and follow up on client meetings under supervision to ensure effective communication.
• Participate in RFP due diligence research tasks under the guidance of senior colleagues.
• Assist with planning and scheduling participant education sessions, including enrollment meetings.
• Conduct research and develop basic communication materials to promote participant education initiatives, collaborating with the team.
• Learn and manage reminders to clients regarding fiduciary and financial academy opportunities.
• Update Salesforce data related to plan design, contacts, and marketing distribution with oversight from the team.
• Manage personal productivity in Salesforce and contribute to team success.
• Support the implementation of Workplace to Wealth strategies, working with the team.
  
  

Qualifications, Skills and Requirements:

• Emerging understanding of ERISA regulations and fiduciary best practices in the retirement plan industry.
• Demonstrated capacity to build and document processes and procedures.
• Excellent communication, presentation, and interpersonal skills.
• Experience with data analysis and reporting tools.
• Demonstrated ability to manage multiple tasks and projects effectively.
• Proactive and results-oriented approach to client service and business development.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems.
• Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
• Regular and predictable attendance is required.
• Business travel up to 25%.
  
  

Education, Training and Experience:

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.
• 2 years of experience in retirement plan operations or a similar role.
  
  

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!