Retirement Plan Specialist Job at LARSON FINANCIAL HOLDINGS, LLC, Saint Louis, MO

UnFaSXk2UCsyRUtsOWt0T2hnL0g1SGpKWGc9PQ==
  • LARSON FINANCIAL HOLDINGS, LLC
  • Saint Louis, MO

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

PI0ade6828c10a-30492-38048790

Job Tags

Temporary work,

Similar Jobs

PTR Global

UX Designer IV Job at PTR Global

 ...client, the worlds most popular mobile platform with approximately 3 billion monthly active devices worldwide, is seeking a Senior UX Designer to join their team for 9 months in Mountain View, CA. The platform started as a bold idea to advance open standards in mobile.... 

Aimbridge Hospitality

Supplier Enrollment Specialist Job at Aimbridge Hospitality

 ...quick learner and adaptable to change ~ Must be able to handle confidential information with due diligence and maturity JOB...  ...supplier creation/maintenance in JDE and remain in compliance with company policies. Proper database clean-up and deactivation of suppliers... 

Accurate Personnel

Food Safety & Quality Manager Job at Accurate Personnel

 ...Manager Reports To: General QC Manager FLSA Status: Exempt Job Purpose: Responsible for ensuring vendor compliance with company food safety requirements, maintaining accurate documentation, researching regulatory requirements, managing inspection reports, and... 

EPM Scientific

Associate Director, MSAT - Cleaning Validation and Contamination Control Job at EPM Scientific

 ...The Cleaning Validation and Contamination Control Lead is responsible for defining and implementing robust, agile strategies for cleaning validation and contamination control across the site. This role will lead the continuous improvement initiatives of the cleaning validation... 

Benjamin Moore

UX/Product Designer Job at Benjamin Moore

 ...growth, development, and fulfillment for all. Benjamin Moore is looking to hire a UX/Product Designer to join us in our digital transformation to create customer-first experiences. You'll work on our UX team in an agile process alongside developers, and product owners...