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Foundation Risk Partners

401(k) Participant Education Specialist

Winter Park , United States
Remote

AI overview

The role focuses on educating employees about retirement plans, enhancing financial wellness through workshops and personal consultations, and supporting plan sponsors in policy development.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a 401k Participant Education Specialist to their Advus Financial Partners team. 

Location: Remote (Must reside in FL)

Job Summary:

A 401(k) Participant Education Specialist teaches employees about their employer-sponsored retirement plans, focusing on enrollment, investment choices, contribution strategies, and planning for retirement, using workshops, one-on-one meetings, and digital tools to simplify complex concepts like company match, loans, and withdrawal rules, bridging the gap between plan features and participant financial wellness to boost participation and understanding. 

Essential Functions:

    • Educate on Plan Features: Explain plan rules, benefits, company matching, and enrollment processes.
    • Provide Investment Guidance: Teach investment fundamentals, risk tolerance, and asset allocation (without giving specific investment advice to avoid liability).
    • Conduct Educational Sessions: Lead group workshops, webinars, and one-on-one meetings.
    • Promote Financial Wellness: Integrate broader financial literacy, behavioral finance, and retirement readiness concepts.
    • Support Plan Sponsors: Help employers create effective education policies and meet their fiduciary duties. 

Competencies & Qualifications: 

  • Financial Knowledge: Strong grasp of retirement plans, investing, and regulations.
  • Communication: Excellent public speaking, presentation, and interpersonal skills.
  • Education Focus: Ability to simplify complex financial topics for diverse audiences.
  • Tech Savvy: Familiarity with retirement plan software and virtual communication tools.

Education & Experience:

  • Bachelor’s degree in Business, Finance, Accounting, or a related field. 
  • 2–5 years of experience working with 401(k) plans
  • Strong interpersonal, written, and verbal communication skills. 
  • High attention to detail and ability to manage multiple projects simultaneously. 
  • Proficiency with CRM systems and Microsoft Office Suite. 
  • Must hold Series 65 license

 

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

 

Perks & Benefits Extracted with AI

  • Health Insurance: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental.
  • Paid Time Off: A generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!
Foundation Risk Partners

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States comprised of a network of highly respected insurance agencies. Our platforms cover the full spectrum of the insurance landscape. We are driven by an innovative spirit and team culture that is client-focused.  

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