Retirement Plan Specialist

Company: LARSON FINANCIAL HOLDINGS, LLC
Location: Saint Louis
Posted on: May 28, 2025

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 UniqueYou'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 reportingExposure to investment monitoring and plan governance practicesExceptional client service skills with a focus on retirement plan sponsors and participants Requirements CRPS--, QKA--, or ASPPA designation preferredBachelor's degree or equivalent experience in a relevant fieldStrong proficiency in Microsoft Excel and WordExcellent written and verbal communication skillsHighly organized with exceptional attention to detailDiscretion in handling confidential and sensitive informationSelf-motivated with the ability to work independently and collaborativelyStrong 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 PI6df11e61c3da-25660-37682351

Keywords: LARSON FINANCIAL HOLDINGS, LLC, Belleville , Retirement Plan Specialist, Other , Saint Louis, Illinois