What are the responsibilities and job description for the Retirement Plan Specialist position at Dahl Consulting?
Title: Retirement Plan Specialist
Location: Detroit Lakes, MN
Job Type: Permanent
Compensation: $90,000 - $100,000 annually
Industry: Human Resources and Payroll Services
About The Role
We are partnering with a growing organization in the Professional Employer Organization (PEO) industry that provides comprehensive HR, payroll, benefits, and retirement solutions to employers and their worksite employees. This organization is expanding its retirement services and is seeking a knowledgeable and client-focused Retirement Plan Specialist to support its growing client base.
This position plays a key role in delivering retirement plan support across multiple organizations and locations. The role is centered on education, administration, and client support—not investment advising or fiduciary decision-making. The ideal candidate enjoys working in a service-oriented environment, can clearly communicate complex retirement concepts, and builds strong relationships with both clients and plan participants.
Job Description
In this role, you will act as a key liaison between clients, employees, and internal service teams to ensure retirement plans are implemented and administered effectively. You will support multiple plans and locations, helping drive employee participation and engagement through clear, compliant communication and education. This position requires a detail-oriented, relationship-driven professional who can balance administrative responsibilities with proactive client support while maintaining a high level of accuracy and service quality.
Client Support & Consultation
Required Qualifications:
Our client offers a competitive benefits package designed to support your health, financial well-being, and work-life balance. Benefits include paid time off, comprehensive health, dental, and vision insurance, as well as life and disability insurance coverage. Employees also have access to a 401(k) retirement savings plan with company matching contributions, along with a referral program that rewards you for helping them grow their team.
How To Apply
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps!
Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
#AF.Indeed
#ZR
Location: Detroit Lakes, MN
Job Type: Permanent
Compensation: $90,000 - $100,000 annually
Industry: Human Resources and Payroll Services
About The Role
We are partnering with a growing organization in the Professional Employer Organization (PEO) industry that provides comprehensive HR, payroll, benefits, and retirement solutions to employers and their worksite employees. This organization is expanding its retirement services and is seeking a knowledgeable and client-focused Retirement Plan Specialist to support its growing client base.
This position plays a key role in delivering retirement plan support across multiple organizations and locations. The role is centered on education, administration, and client support—not investment advising or fiduciary decision-making. The ideal candidate enjoys working in a service-oriented environment, can clearly communicate complex retirement concepts, and builds strong relationships with both clients and plan participants.
Job Description
In this role, you will act as a key liaison between clients, employees, and internal service teams to ensure retirement plans are implemented and administered effectively. You will support multiple plans and locations, helping drive employee participation and engagement through clear, compliant communication and education. This position requires a detail-oriented, relationship-driven professional who can balance administrative responsibilities with proactive client support while maintaining a high level of accuracy and service quality.
Client Support & Consultation
- Serve as the primary point of contact for client communications related to retirement plans
- Consult with clients on plan design options that align with business needs and compliance standards
- Partner with internal payroll, HR, and benefits teams to ensure smooth implementation and ongoing coordination
- Oversee onboarding and implementation of retirement plans for new clients and locations
- Support ongoing administration, including eligibility, contributions, distributions, and compliance
- Assist with testing, reporting, and audit coordination as needed
- Ensure accurate data flow between payroll systems, recordkeepers, and vendors
- Conduct employee education meetings and enrollment sessions (virtual and in person)
- Explain plan features, participation options, and retirement concepts in a clear, approachable way
- Serve as a resource for employee questions related to plan participation, contributions, loans, and distributions
- Stay current on retirement plan trends, regulations, and best practices
- Identify opportunities to improve plan offerings and client experience
- Support internal training and assist in developing educational materials
- This role does not provide individualized investment advice
- All communication must follow established compliance guidelines
- Focus is on education and administrative support, not sales or fiduciary decision-making
Required Qualifications:
- Active or ability to obtain 401(k) / retirement plan-related licensure
- Strong presentation and communication skills with the ability to engage diverse audiences
- Ability and willingness to learn complex retirement plan concepts, including design and compliance
- Professionalism with excellent written and verbal communication skills
- Ability to manage multiple clients and priorities in a fast-paced environment
- Comfortable leading employee education sessions and explaining complex topics clearly
- Bachelor’s degree in a related field
- Experience in a PEO, payroll, benefits administration, or financial services environment
- Experience supporting retirement plans across multiple worksite locations
- Series 7 or Series 65 licensure
Our client offers a competitive benefits package designed to support your health, financial well-being, and work-life balance. Benefits include paid time off, comprehensive health, dental, and vision insurance, as well as life and disability insurance coverage. Employees also have access to a 401(k) retirement savings plan with company matching contributions, along with a referral program that rewards you for helping them grow their team.
How To Apply
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps!
Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
#AF.Indeed
#ZR
Salary : $90,000 - $100,000