Retirement Services Specialist (Finance)

TL;DR

Retirement Services Specialist (Finance): Supporting the 401(k) Plan Consulting team and clients with service delivery and daily operational activities with an accent on client relationship management and regulatory compliance. Focus on handling nondiscrimination testing, IRS regulations, and maintaining high client satisfaction through the plan life cycle.

Location: Kingwood, Texas

Company

hirify.global provides a comprehensive suite of scalable HR solutions blending premium HR service and technology.

What you will do

• Manage full life cycle relationships with 401(k) Plan clients from initiation to exit.
• Handle client inquiries regarding nondiscrimination testing, Form 5500, and IRS regulations.
• Collaborate with Plan Consultants on complex client discussions and plan amendments.
• Coordinate with other Retirement Services areas to resolve operational plan inquiries.
• Perform client data analysis and generate reports as needed.
• Document all client activities within the CRM system.

Requirements

• High School Diploma or equivalent (required).
• Must be based in Kingwood, Texas
• 1-2 years of experience in retirement benefits or a professional environment (preferred).
• Professional designations such as CPC, QPA, QKA, CEBS, CPA, or APA (preferred).
• Bachelor's Degree (preferred).

Culture & Benefits

• Flexible work arrangements.
• Continuous learning programs, mentorship, and ongoing training.
• Generous paid time off (PTO).
• Top-tier medical, dental, and vision benefits.
• Health and wellness support and paid volunteer hours.