Retirement Services Technical Specialist

HK Financial Services (HKFS), a top 100 wealth manager, (Forbes, 2015) is seeking a retirement services technical specialist to support new business conversions. This position will also serve as the backup for a variety of retirement plan functions including processing, recordkeeping and plan administration.

Key responsibilities:

• Responding to client and participant inquiries and communications
• Preparing compliance testing and Form 5500s
• Preparing contribution allocations for existing plans
• Providing support/backup to retirement plan services team

The ideal candidate:

The technical specialist will possess strong organization and relationship building skills.

This role requires:

• Bachelor's degree preferred
• At least 3 years of related experience in 401(k) retirement plan services required
• Experience in compliance testing and Form 5500s preferred
• Effective communication skills

What we offer:

We offer a competitive wage and benefits package that includes health/dental/vision insurance and 401(k) plan. Our benefits package includes a minimum of 11 days of paid time off, birthday PTO, 8 observed holidays, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

• Community service participation
• Opportunities to develop new skills and progress your career
• Flexible schedules
• Mentoring programs
• Wellness programs

What does a career with HK mean exactly? Check out our video at https://youtu.be/FHOS25wjWXg.

EOE

Current Openings for Retirement Services Technical Specialist Jobs at Honkamp Krueger & Co., P.C.