Retirement Plan Specialist Resume Samples

A Retirement Plan Specialist takes responsibility for designing and implementing benefits, savings, and pension programs for clients. Certain core duties associated with the post are listed on the Retirement Plan Specialist Resume as – explaining the complicated nature of investment, compensation, and retirement packages, conferring with employees in person or over the phone and design appropriate retirement plans, filing and processing retirement plans, filing and processing the plans following federal and company regulations, and designing the best plan that works best for the employees; and managing electronic databases.

Potential Retirement Plan Specialists should complete a bachelor’s degree program in economics, accounting, finance, or business. Employers pick resumes with the following skills and abilities – knowledge of retirement plans, policies, and procedures; strong communication skills; negotiation abilities, confidence working with numbers, and knowledge of retirement options.

 

Retirement Plan Specialist Resume example

Retirement Plan Specialist Resume

Headline : A results-driven and detail-oriented Retirement Plan Specialist professional with progressive experience in new business development, and retirement plan services. Possesses the proven ability to identify problems and inefficiencies to improve productivity and streamline processes.

Skills : Microsoft Office, Customer Service, Collections, Claims Processing, Reconciliation, Data Processing, Account Management, Call Center, Data Entry, Training & Development.

Description :

    1. Processed retirement funds and maintenance on accounts.
    2. Reviewed and quality checked work items that come through a presorted queue.
    3. Reviewed Roll-over, Roth, IRAs, and 401k plans to ensure they are qualified under IRS and plan guidelines and regulations.
    4. Worked with a call-out team giving them the requirements needed for Roll-overs to be processed before stock markets close for participants.
    5. Answered a 'must answer line' to help troubleshoot difficult work items when participants are not able to obtain all needed information from previous plan administrators.
    6. Reviewed and processed hardship claims based on plan rules and regulations.
    7. Responded back to daily emails for checks that need to be flagged for a deposit or sent to retail for in-house IRA accounts.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
GED


Retirement Plan Specialist Resume

Objective : Highly qualified Retirement Plan Specialist with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.

Skills : MS Office, Planning SKills, Good Communication SKills.

Description :

    1. Managed daily communication with clients and internal parties in order to satisfy client needs and to maintain and improve client relationships.
    2. Coordinated the outsourcing of plan administration to include the implementation of new products and services.
    3. Acted as a day-to-day contact on all plan-related issues (i.e. compliance, communications, transactions, etc.).
    4. Generated complex reports while adding recommendations in order to fulfill client reporting and information needs.
    5. Created and executed service plans to improve relationships as well as work plans to implement plan level changes.
    6. Managed plan wide statement processing to include educating clients on available statement modules and features.
    7. Researched complex plan and participant level inquiries and projects.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma


Retirement Plan Specialist Resume

Summary : Results-driven executive management professional and top producing financial advisor with over 22 years of successful experience in maximizing profit. Expertise in project management, strategic planning, marketing, team building, and investment portfolio management.

Skills : Project Management, Administrative Skills, Financial Skills.

Description :

    1. Administratied for FAP, CAP, Dollar time's service, Cash Balance, and Flat Dollar Plans Sorted escalated issues.
    2. Shared knowledge through training and coaching of new associates.
    3. Explained the importance of saving for retirement and related investment terminology so they can make an informed decision.
    4. Provided financial and retirement planning, investment advice, risk, and tax management solutions to individual participants and plan administrators in group retirement plans.
    5. Assisted the Enrollment Department and make presentations to potential participants on the benefits of investing for retirement with the goal to increase plan participation.
    6. Developed strong relationships with key referral sources which resulted in a 100% increase in referrals over a 2 year period. 
    7. Participated in a specialized task force responsible for enhancing client relations and responsiveness.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BA

Retirement Plan Specialist Resume

Objective : As a Retirement Plan Specialist, responsible for Working with vendors to prepare various governmental reporting forms, and also Maintaining compliance with company policy, IRS and ERISA regulations.

Skills : Customer Service, Detail Oriented, Quick Learner, Team player, Leadership.

Description :

    1. Educated 40 - 60 retirement plan participants daily on loans, hardships, in-service/separated service distributions, and online management of retirement accounts.
    2. Assisted hundreds of retirement account participants with various account tasks utilizing EASY, CSAS, Connect, Prizm, and service request system.
    3. Processed 100+ payment-to-self, plan/contract termination, direct/in-direct rollover, and combination distributions in the first week in position.
    4. Recognized multiple times with organization-wide kudos.
    5. Pictured and client account of service, provided posted several times on company television feed.
    6. Detailed knowledge and research of client assets and goals.
    7. Delivered and transmitted all plan data for the requisite annual reporting and compliance testing.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Diploma

Retirement Plan Specialist Resume

Objective : Retirement Plan Specialist with 2+ years of experience in Partnering with internal resources to ensure a positive employee experience relating to retirement plan benefits, leading up to and including the retirement process, and also Leading the development of plan and participant related metrics.

Skills : Customer Service Skills, Planning Skills, Training Skills.

Description :

    1. Provided consultation to employees on all aspects of the retirement process for Define Benefit, Defined Contributions, Deferred Compensation, and Health and Welfare.
    2. Completed all aspects of the retirement process.
    3. Performed Qualified Domestic Relations Order (QDRO) Calculations.
    4. Performed Manual Defined Benefits Calculations by hand and using Excel Primary contact for Highly Compensated Employees.
    5. Processed Pension Estimates and Applications.
    6. Performed Fund Transfers, Rollovers, and Pension Estimates.
    7. Trained in IRS regulations.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma

Retirement Plan Specialist Resume

Headline : Retirement Plan Specialist with 5 years of experience in leading the development and execution of participant communications Maintains the benefits administration system and related interfaces, and also Assisting employees with retirement plan related questions.

Skills : Microsoft Office, Researching Skills, Monitoring Skills.

Description :

    1. Responded to the incoming participant, plan sponsor, financial professional, and third party inquiries by phone and email.
    2. Educated callers about American Funds Recordkeeper Direct recordkeeping services and broader retirement plan policies.
    3. Researched and resolved client inquiries.
    4. Established new employer-sponsored retirement plans (401(k), PSP, MPPP, 403(b)) in the recordkeeping systems.
    5. Helped clients manage their mutual fund accounts by completing transactions, such as investments/contributions, distributions, exchanges, plans, and participant maintenance.
    6. Mentored new associates as a traveling Subject Matter expert.
    7. Monitored quality and accuracy of new associate work.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
GED

Retirement Plan Specialist Resume

Objective : Seeking a Retirement Plan Specialist position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.

Skills : Life Insurance Skills, Management Skills, Organizational Skills.

Description :

    1. Acted as a resource to 401K clients by executing securities trades, account inquiries, communicate mutual funds information, stock market data, and provision of plan guidelines.
    2. Provided tax information to clients on their accounts.
    3. Researched and interpreted plan provisions and SEC regulations and provide responses to clients' inquiries.
    4. Assisted clients with investment objectives, mutual funds information, fund history, and performance.
    5. Trained new representatives on plan specifications, provisions, and regulations.
    6. Executed salary deferral's change and rollover transactions for participants.
    7. Interacted with other departments in group settings to develop and improve current and future guidelines to meet the company's objectives.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
GED

Retirement Plan Specialist Resume

Headline : Retirement Plan Specialist with 6+ years of experience in  Communicating orally and in writing with clients and retirement services staff regarding missing information, incomplete forms, or general inquiries, and also Working with Retirement Consultants and the Senior Actuary to prepare proposals to illustrate the impact of plan design alternatives.

Skills : Management Skills, Team Work, MS Office.

Description :

    1. Reconciled 401k contribution and loan repayment files for up to 26 national corporate clients.
    2. Created, reconciled, and updated data for annual profit-sharing in excess of $30M.
    3. Analyzed annual, quarterly, and weekly corporate match rules for clients based on salary, service years, or contributions.
    4. Updated client files, set up ACH wires, and purchased stock for certain funding needs.
    5. Received assignments from Work Basket, used system applications, i.e.
    6. Concoctedrollovers and loan payoffs.
    7. Trained clients on system upgrades.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Retirement Plan Specialist Resume

Headline : As a Retirement Plan Specialist, responsible for Organizing and conducting a broad series of group educational seminars throughout the assigned territory designed to enhance participant knowledge and understanding of investment and savings basic principles.

Skills : Microsoft Office, Interpersonal Skills, Planning Skills.

Description :

    1. Assigned territory, provided one-on-one individual counseling to current plan participants and non-participants.
    2. Proactively increased plan participation and participant savings rates within assigned accounts.
    3. Provided personalized pre-retirement counseling, guidance, and assistance to retirees in selecting the most appropriate distribution options to meet their individual needs.
    4. Effectively implemented targeted savings and educational initiatives in conjunction with, or as requested by, plan sponsors in the assigned territory.
    5. Worked with other divisions to ensure the delivery of quality service to plan participants.
    6. Properly represented the mission-based focus on building the retirement security of public sector employees.
    7. Completed 80+ inbound calls from current and former employees regarding 401(k), cash balance, and stock purchase plan accounts.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS In Insurance

Retirement Plan Specialist Resume

Headline : Retirement Plan Specialist with 7 years of experience in Assisting with the creation and maintenance of the written procedure manual for the Defined Benefit Administration unit, and also Assisting with the training of other Defined Benefit Plan Specialists.

Skills : Customer Service, Problem Solving, Negotiation.

Description :

    1. Responsible for personalizing and relaying accurate plan-specific information to participants in every transaction.
    2. Accountable for facilitating the participant's experience with J.P.
    3. Handled inbound phone calls related to basic transactions and account inquiries.
    4. Assisted participants in their navigation of the plan sponsor's retirement website.
    5. Engaged participants in education discussions focused on the tools and resources available online to help retire on track.
    6. Consulted with business clients, human resource professionals, and retirement plan participants.
    7. Set appointments, conducted group, and individual enrollment meetings to educate participants on the benefits of their company-sponsored retirement plan.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma