Retirement Plan Specialist
Company: LARSON FINANCIAL HOLDINGS, LLC
Location: Saint Louis
Posted on: June 24, 2025
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Job Description:
Description: At Larson Financial Holdings, LLC, we're more than
just a financial services firm — we're a close-knit team that
treats each other like family. As a smaller, relationship-focused
business, we pride ourselves on our supportive culture,
collaborative spirit, and commitment to doing what's right for both
our clients and our employees. We're currently seeking a
detail-oriented and knowledgeable Retirement Plan Specialist to
join our growing team. In this role, you won't be just another
number — you'll be a valued part of a company where your
contributions make a real impact. You'll play a key part in the
administration and compliance oversight of ERISA-governed
retirement plans, including 401(k) and defined benefit plans,
helping to ensure our clients' futures are well cared for. As part
of our Retirement Plan Services group, you'll work closely with
plan sponsors, third party administrators, and internal teams to
ensure our clients' plans operate within regulatory standards and
deliver meaningful outcomes for participants. Your expertise in
ERISA compliance, plan operations, and client service will help us
continue to deliver best in-class retirement solutions. What Makes
This Opportunity Unique You'll be a key contributor in shaping and
executing our retirement plan servicing model, working alongside
our Senior Retirement Plan Specialist. This role blends technical
expertise with strategic collaboration, offering you the chance to
expand your impact while working in a team-oriented, client-first
environment. We value initiative, integrity, and
precision—qualities that will allow you to thrive in a role where
your work truly matters. Requirements: Qualifications - 2-3 years
of experience in retirement plan administration, financial
services, or a related field - Solid working knowledge of ERISA,
IRS, and DOL regulations - Familiarity with qualified retirement
plans including 401(k), profit sharing, and defined benefit plans -
Experience supporting plan operations, including compliance
testing, plan document review, and annual reporting - Exposure to
investment monitoring and plan governance practices - Exceptional
client service skills with a focus on retirement plan sponsors and
participants Requirements - CRPS®, QKA®, or ASPPA designation
preferred - Bachelor's degree or equivalent experience in a
relevant field - Strong proficiency in Microsoft Excel and Word -
Excellent written and verbal communication skills - Highly
organized with exceptional attention to detail - Discretion in
handling confidential and sensitive information - Self-motivated
with the ability to work independently and collaboratively - Strong
analytical and time-management skills Larson Financial Group offers
a generous employee benefits & perks package: - Profit Sharing
Bonus Program - 401(k) Employer Match up to 4% - Medical Insurance
(HDHP HSA plans are FREE to employees only, dependent coverage
available for cost) - Dental Insurance - Vision Insurance - ER PD
Long Term Disability Insurance - ER PD Life Insurance - ER PD EAP -
Voluntary Short Term & Additional Life - Supplemental Insurance -
Paid time Off (112 hours after 90 days) - Holiday Pay (12 Holidays)
- Training & Education - ER Events, Awards, Activities
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Keywords: LARSON FINANCIAL HOLDINGS, LLC, Belleville , Retirement Plan Specialist, Accounting, Auditing , Saint Louis, Illinois
