Retirement Plan Specialist

Job Description

Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.

Prosperity- An EisnerAmper Company is seeking a detail-oriented Retirement Plan Specialist (RPS) to join our wealth management team. The RPS will oversee the daily operations and administration of our clients’ retirement plans, including 401(k) and small business plans. This role is the primary contact for plan sponsors and participants, ensuring exceptional service, compliance, and operational efficiency.

What it Means to Work for Prosperity:

• You will have the flexibility to manage your days in support of our commitment to work/life balance 
• You will join a culture that has received multiple top “Places to Work” awards 
• We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions  
• We understand that embracing our differences is what unites us as a team and strengthens our foundation  
• Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work  

What work you will be responsible for:

• Manage, prepare, and present materials for retirement plan fiduciary review meetings including investment research, fee-benchmarking analysis, and compliance reporting.
• Advise plan sponsors on investments, compliance regulations, and plan design options.
• Serve as the primary resource for plan sponsors, coordinating with recordkeepers and third-party administrators to resolve issues and ensure effective plan administration.
• Develop, prepare, and present materials for retirement plan participant education meetings.
• Provide plan participants with guidance on retirement preparation, procedural details, and in resolving issues with vendors.
• Assist with new business opportunities, plan analysis, and onboarding.
• Collaborate with recordkeepers, TPAs, and internal teams to maintain accurate plan records, facilitate investment updates, plan design changes, and ensure fiduciary responsibilities are met.
• Prepare and distribute client communication and educational materials.

Basic Qualifications:

• Bachelor’s degree or 4+ years of experience in 401ks required.
• 2+ years of proven experience in retirement plan administration, preferably in a wealth management or financial service environment.

Preferred/ Desired Qualifications

• Familiarity with Cash Balance Combination Plan arrangements and Non-Qualified Retirement Plans is preferred.
• Strong organizational, verbal, and written communication skills.
• Excellent client service and attention to detail.
• Proficiency with retirement plan platforms (RPAG) and Microsoft Office Suite (Excel and PowerPoint).
• Series 6, 7, or 65 license preferred.

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

 

 

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Should you need any accommodations to complete this application please email: [email protected].

Preferred Location:

Boston