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401(k) Specialist

Coastal Pension Services, LLC

in Remote / Columbia MD

Logo for Coastal Pension Services, LLC

Job Description:

Support the New Business team from an internal perspective on selling and installing new clients. This role will also include some communication with potential new clients, advisors and recordkeeping partners so strong communication skills are important.

Core Responsibilities:

  • Prepares pricing proposals for prospective clients
  • Prepares initial onboarding paperwork for committed new clients such as recordkeeper contract paperwork and internal client service agreements
  • Enter new client information into PensionPro database
  • Coordinate with and assist New Business team to ensure all documentation needed to set up or transfer the plan is obtained
  • Coordinate with the prior plan provider(s) to ensure all necessary prior plan data is collected
  • Update internal marketing material as needed
  • Remain knowledgeable of new/changing DOL and IRS regulations as they relate to the retirement plan industry


  • Minimum 1-3 years of recent experience in the retirement plan industry
  • Excellent oral and written communication skills with the ability to communicate in a courteous and professional manner
  • Detail-oriented and self-motivated
  • Ability to multi-task in a fast-paced environment
  • Goal oriented – desire for advancement
  • Experience with SunGard plan document a plus

About Coastal Pension Services, LLC
Third Party Administrative Firm specializing in the design and administration of Retirement Plans.  Have served the Baltimore/Washington business community since 1989.  Our employees are some of the most experienced in the region and we offer an unrivaled depth of insight and expertise.  We do not sell investments but work directly with Employers and their financial advisor to determine the package of retirement benefits that best meet their needs.  Our goal is to make the administration of an employer's retirement plan as painless and routine as it can be.

Equal Opportunity Employer
Must be authorized to work in the US.

Coastal Pension Services, LLC is d/b/a Blue Ridge ESOP Associates 

How to Apply

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