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Retirement Plan Specialist

Retirement Plan Specialist

TEKsystemsMemphis, TN, US
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Job Description

Job Description

Job Summary : This person will be responsible for supporting the Retirement Plan Services department. The majority of the role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and death certificates (will rarely need to answer the phone, if at all).

Job Duties :

  • \tAnswers and responds to email inquiries regarding issues
  • \tProcesses forms and performs basic transactions, such as handling roll overs, internal transfers, and death certificates
  • \tAccurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements
  • \tInterprets rules and regulations by applying retirement plan knowledge
  • \tConducts audits of account activity to ensure transactions meet regulatory compliance
  • \tReviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution
  • \tMaintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training
  • \tCommunicates, researches and resolves issues with other internal departments
  • \tReviews daily reports of individual productivity to evaluate personal performance

Work Schedule :

Monday-Friday; 8 : 30am-5 : 30pm or 9am-6pm

Qualifications

  • Any experience working with retirement plans
  • 3+ years of experience working in wealth management or financial services industry
  • Experience handling financial transactions, roll overs, transfers, etc.
  • Must have sufficient data entry skills (test will be administered)
  • Pay and Benefits

    The pay range for this position is $23.00 - $23.00 / hr.

    Eligibility requirements apply to some benefits and may depend on your job

    classification and length of employment. Benefits are subject to change and may be

    subject to specific elections, plan, or program terms. If eligible, the benefits

    available for this temporary role may include the following :

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off / Leave (PTO, Vacation or Sick Leave)
  • Workplace Type

    This is a hybrid position in Memphis,TN.

    Application Deadline

    This position is anticipated to close on Oct 14, 2025.

    h4>

    About TEKsystems : \n\n

    We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

    \n\n

    The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

    \n\nAbout TEKsystems and TEKsystems Global Services \n\n

    We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

    \n\n

    The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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    Retirement Specialist • Memphis, TN, US

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