Job Details

Assistant Director of Retirement Services

Assistant Director of Retirement Services

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PensionmarkMeridien is enhancing its A-Team of highly motivated professionals by seeking the right professional to join our Qualified Retirement Plan Services Team.

About PensionmarkMeridien:

Celebrating our fiftieth year in business, PensionmarkMeridien is dedicated to the Qualified Plan advisory needs of our clients. We strive to deliver excellent service as relates to plan design, vendor selection, fiduciary governance, investment advisory, employee financial wellness, and administrative support. With roughly 100 qualified plan clients and nearing $1B of assets under advisement as of January 31, 2025*, we are growing our team.

In addition to qualified retirement plan services, the firm provides wealth management services and unique life insurance strategiesfor affluent individuals, organizations, and corporations whose planning goals require innovative solutions. We assist our corporate clients by designing, implementing, administrating, and communicating benefit programs for their most valuable resources: their executives and employees. By helping our clients gain access to the best ideas and financial products (as well as custom-designed qualified and non-qualified plans), we help our clients accumulate, preserve, and transfer personal wealth.

Position Overview: The Assistant Director of Retirement Plan Services serves as a point of contact for clients and participants seeking assistance with their employer sponsored retirement plan.This position requires an outgoing, engaging person with strong 401(k) knowledge, client-facing experience, and the ability to manage multiple client relationships while offering strategic guidance and support in the retirement plan space.

The ideal candidate will provide exceptional customer service by addressing inquiries related to plan enrollment, contributions, distributions, and general plan administration. This person ensures that clients and plan participants receive accurate information in a timely manner and resolves issues efficiently, while maintaining compliance with all regulations and company policies.

Key Responsibilities:

• Customer Support: Handle incoming phone calls from 401(k) plan participants, sponsors, and other stakeholders, providing guidance on plan features, enrollment processes, contribution changes, and distribution requests.
• Compliance Adherence: Ensure all communication and actions follow applicable federal regulations, such as ERISA, IRS guidelines, and internal company policies.
• Plan Governance: Educate plan sponsors on the features and benefits of their 401(k) plans, including investment options, regulatory compliance, and plan design.
• Training & Education: Conduct training sessions for participants on topics such as plan usage,investment options, and retirement planning.
• Enrollment Assistance: Guide new participants through the 401(k) enrollment process, ensuring they understand their options and make informed decisions regarding contributions and investments.
• Problem Resolution: Address and resolve client inquiries, issues, or concerns regarding their 401(k) plans, such as contribution errors, plan eligibility, or distribution processing.
• Issue Tracking & Escalation: Identify recurring issues and work with management or other departments to find long-term solutions. Escalate complex or unresolved matters to the appropriate teams or management.
• Data Entry & Documentation: Accurately document all interactions, including phone calls, client requests, and resolutions, in accordance with company protocols. Update participant records as needed.
• Cross-functional Collaboration: Work with internal departments (such as sales, operations, accounting, compliance, and plan administration teams) to ensure seamless service delivery and resolution of participant issues.

Qualifications:

• 3 to 5 years of experience in a 401(k)-plan management, retirement plan services, or related financial services role.
• Series 6 or 7 and 63, 65, or 66 required. Candidate must have a current FINRA registration or MQP/EVEP status.
• Bachelors degree required. Business, Finance, or a related field a plus.
• In-depth knowledge of 401(k) plans, IRS regulations, and ERISA guidelines
• Experience working with retirement plan recordkeepers, custodians, or third-party administrators.
• Strong customer service and relationship management skills.
• Excellent written and verbal communication skills.
• Must be proficient in Microsoft apps, including Outlook, Word, Excel and Powerpoint.
• Strong problem-solving abilities and attention to detail.
• Ability to work independently and manage multiple client relationships simultaneously.

Preferred Skills:

• Familiarity with 401(k) plan administration platforms and software.
• Ability to analyze data and communicate insights effectively to clients.
• Certification such as the Qualified 401(k) Administrator (QKA) or similar certifications is a plus.

Please note this is an in-person role located in our office in Warwick, RI with occasional local (New England) travel to clients.

Compensation and Benefits:

Range: $70,000+: Compensation commensurate with experience. Base salary plus eligibility for bonus program. Meridien offers a robust benefits package including medical, dental, vision, 401k, PTO, and student loan repayment program.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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