Retirement Plan Specialist

Mercer Advisors

Retirement Plan Specialist providing essential support to Wealth Advisors and plan participants. Focusing on plan execution, client satisfaction, and seamless onboarding processes.

Posted 6/24/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $31 - $36 per hourWebsite

About the role

Key responsibilities & impact

The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators, and participants.
The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for supporting Wealth Advisors with plan design, preparing meeting materials, and serving as a liaison to plan providers.
The Retirement Plan Specialist collaborates with plan providers, including recordkeepers, third-party administrators (TPAs), and custodians, to facilitate plan needs.
Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery.
Prepare Fiduciary Plan (Design) Review for meetings and delivery.
Prepare Provider Review for meetings and delivery.
Plan design and proposal preparation.
Facilitate and navigate plan changes, including plan design, fund changes, etc.
Onboarding new clients – collaborate with sales team to ensure a seamless onboarding process.
Transitioning clients – collaborate with advisors to ensure a seamless transition process.
Answer inquiries regarding the plan from plan administrators/sponsors and participants.
Ensure strong client satisfaction and retention from plan administrators/sponsors.
Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians.

Requirements

What you’ll need

Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)
Minimum 3 years of financial industry related experience
Experience with interacting with individuals at all income levels in a professional and confidential manner
Notary designation a plus
Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion
Excellent verbal, written, analytical, and organization skills
Technical and analytical training and ability to multi-task and manage multiple projects at once
Ability to simplify complex issues and communicate them to advisors and clients clearly and concisely.
Results-oriented individual with proven ability to thrive in a fast-paced environment
High attention to detail and the ability to see things through from concept to implementation
Proficiency with RPAG, Salesforce and MS Office Suite
Flexible, Reliable, Trustworthy, and Confidential with all matters

Benefits

Comp & perks

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

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Applicant Tracking System Keywords

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Hard Skills & Tools

Fiduciary Investment ReviewsFiduciary Plan Reviewplan designproposal preparationclient onboardingclient transitionfinancial analysisproject managementanalytical trainingmulti-tasking

Soft Skills

self-motivatedwell-organizedindependent workteam collaborationcommunicationattention to detailresults-orientedproblem-solvingclient satisfactionconfidentiality

Certifications

Bachelor's degreeNotary designation