Top 23077 Returns specialist Jobs

401(k) Specialist
Midas Wealth —New York, NY
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Data analysis skills
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Customer Experience Specialist - Knitting Experience Required
Wool and Company —South Elgin, IL
- From $18 an hour
- Full-time
- Customer service
- Computer literacy
- English
- Health insurance
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Ecommerce Specialist & Customer Service (Cross-Border)
Winheart Living INC —Ontario, CA
- $50,000 - $55,000 a year
- Email
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- ERP systems
- English
- Paid holidays
- Health insurance
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Order Processing Specialist
OCEANCLOUD —Kent, WA
- $23 - $27 an hour
- Full-time
- Inventory management
- ERP systems
- English
- Health insurance
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Laboratory Field Implementation Specialist
Medasource —Burlington, VT
- $45 an hour
- Full-time
- Computer Science
- 3 years
- Travel
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6d
RCM Billing Specialist
REVASCENT LLC —Remote
- $18 - $26 an hour
- Remote
- HIPAA
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- Entry level
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Facilities & Construction Purchasing Specialist
Capgemini —Remote
- $99.66 - $155.71 an hour
- Full-time
- Remote
- Mid-level
- Fair chance
- Dental insurance
- Vision insurance
Flight Services Support Specialist
Flexjet Europe —Remote
- Weekends as needed
- Mid-level
- Travel
- Communication skills
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Credentialing Specialist
BerryDunn —Remote
- $56,000 - $63,000 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Supply Chain Specialist
PrideStaff —Edison, NJ
- $55,000 - $60,000 a year
- Full-time
- English
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Document Control Specialist
Adecco —Devens, MA
- $60,000 - $74,000 a year
- Contract
- Mid-level
- Military encouraged
- Fair chance
- Commuter assistance
- Paid parental leave
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Remote E-Commerce Customer Support & Data Entry Specialist
Brace Direct —Remote
- $14 - $16 an hour
- Full-time
- Remote
- Research
- Organizational skills
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Leave of Absence (LOA) Specialist - Remote
HCM Unlocked —Remote
- $28.80 - $36.05 an hour
- Full-time
- Remote
- Mid-level
- 2 years
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Compliance Specialist
TAM Residential LLC —Remote
- $65,000 - $70,000 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
12d
Google Vault Specialist
Capgemini —Remote
- $49.83 - $77.86 an hour
- Contract
- Remote
- HIPAA
- Mid-level
- Analysis skills
- Dental insurance
- Vision insurance
Short Term Disability Claims Specialist
MetLife —Remote
- $40,000 - $52,000 a year
- Email
- Remote
- Microsoft Excel
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
8d
People Operations Specialist
TopDog Law LLC —Remote
- $89,000 - $109,800 a year
- Full-time
- Remote
- 5 years
- Mid-level
- Communication skills
- Military leave
- Opportunities for advancement
Quick Apply
12d
Product Support Specialist
Dutchie —Remote
- $24.04 an hour
- Weekends as needed
- Remote
- Google Workspace
- Mid-level
- Communication skills
- Health insurance
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Credentialing Specialist - Per Diem
BerryDunn —Remote
- $25 - $30 an hour
- Per diem
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Clinical Application Specialist
PaxeraHealth —Remote
- Full-time
- Remote
- Clean driving record
- Pass drug screening
- Mid-level
- Paid holidays
- Health insurance
Quick Apply

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401(k) Specialist

Midas Wealth
New York, NY

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Job Details

Full-time
$70,000 - $100,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Defined contribution retirement plans
Record keeping
Series 6
Presentations for conferences or internal meetings
Data analysis skills
Bachelor's degree
Fiduciary duties
Financial product expertise
Industry knowledge of financial regulations
FINRA License
Business Administration
Technical Proficiency

Full Job Description

Job Overview:
The 401(k) Specialist serves as a subject matter expert in employer-sponsored retirement plan services, with a dual focus on investment management solutions and insurance products. This role is responsible for the full lifecycle of 401(k) plan administration — from onboarding and compliance monitoring to investment menu design and participant engagement. The ideal candidate combines deep technical knowledge of ERISA regulations with a client-first mindset and a passion for helping organizations and employees build long-term financial security.

Key Responsibilities:

Plan Administration

Manage end-to-end administration of 401(k) and related defined contribution plans, including plan setup, amendments, and annual reviews.
Oversee contribution processing, vesting calculations, loan administration, and required minimum distributions (RMDs).
Coordinate plan document updates and ensure alignment with current IRS and DOL regulations.
Prepare and review annual plan testing (ADP/ACP, top-heavy, coverage) and partner with TPAs and auditors to resolve discrepancies.

Investment Solutions

Evaluate and recommend investment menu options including mutual funds, collective investment trusts (CITs), target-date funds, and managed accounts.
Monitor fund performance, expense ratios, and benchmarking data; present findings to plan sponsors and investment committees.
Serve as a fiduciary resource, supporting plan sponsors in fulfilling their ERISA Section 404(c) obligations.
Collaborate with portfolio managers and fund companies to conduct due diligence and annual investment policy statement (IPS) reviews.

Insurance Solutions

Identify and position insurance products within retirement plans, including stable value funds, guaranteed income annuities, and group variable annuity wrappers.
Partner with insurance carriers to evaluate product suitability, crediting rate competitiveness, and contract terms for plan sponsors.
Support plan sponsors in implementing in-plan guaranteed lifetime income solutions as part of a comprehensive retirement readiness strategy.
Maintain current knowledge of regulatory changes impacting insurance products within qualified plans (e.g., SECURE 2.0 provisions).

Compliance and Regulatory Affairs

Monitor plan compliance with ERISA, IRS, and DOL requirements; coordinate corrective actions through VCP or EPCRS when needed.
Prepare and file Form 5500 series returns in partnership with plan auditors and TPAs.
Track legislative and regulatory developments affecting qualified plans and proactively advise clients on required amendments.

Client Relationship Management

Serve as the primary point of contact for a portfolio of plan sponsor clients, delivering proactive service and strategic guidance.
Conduct quarterly and annual plan reviews, presenting data on participation rates, deferral trends, and investment performance.
Develop and deliver participant education materials and enrollment campaigns to drive plan utilization and retirement readiness.
Collaborate with sales and relationship management teams on plan conversions, RFP responses, and new business opportunities.

Required Qualifications:

Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
3–5+ years of experience in 401(k) plan administration, retirement plan consulting, or a related financial services role.
Strong working knowledge of ERISA, IRS qualification rules, DOL regulations, and plan testing requirements.
Demonstrated experience with investment analysis, fund evaluation, and fiduciary best practices.
Familiarity with insurance products used in qualified retirement plans, including stable value and annuity solutions.
Proficiency with retirement plan recordkeeping platforms (e.g., Empower, Fidelity, Voya, Principal, or similar).
Excellent communication and presentation skills with the ability to simplify complex topics for diverse audiences.

Preferred Qualifications:

FINRA Series 6 or 65 license (or willingness to obtain).
Experience with SECURE Act 2.0 implementation and in-plan retirement income products.
Prior experience in a TPA, recordkeeper, broker-dealer, or RIA environment.

Compensation & Benefits:
We offer a competitive compensation package commensurate with experience, including:

Base salary range: $70,000 – $100,000 annually (depending on experience and credentials)
Performance-based bonus eligibility
Comprehensive health, dental, and vision insurance
401(k) plan with company match
Paid professional development and licensing support
Generous PTO and flexible work arrangements

Equal Opportunity Employer:
We are an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.

Pay: $70,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Work Location: Hybrid remote in New York, NY 10004

Quick Apply

Refine Your Search

returns specialist jobs

401(k) Specialist

Customer Experience Specialist - Knitting Experience Required

Ecommerce Specialist & Customer Service (Cross-Border)

Order Processing Specialist

Laboratory Field Implementation Specialist

RCM Billing Specialist

Facilities & Construction Purchasing Specialist

Flight Services Support Specialist

Credentialing Specialist

Supply Chain Specialist

Document Control Specialist

Remote E-Commerce Customer Support & Data Entry Specialist

Leave of Absence (LOA) Specialist - Remote

Compliance Specialist

Google Vault Specialist

Short Term Disability Claims Specialist

People Operations Specialist

Product Support Specialist

Credentialing Specialist - Per Diem

Clinical Application Specialist

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