Participant Support Specialist

Participant Support Specialist

Job Category : Ops - Operations Support

Location : Houston, TX, Dallas, TX, or Phoenix, AZ

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary : As a Participant Support Specialist plays a key role in educating and assisting employees in enrolling in employer-sponsored retirement plans. You will be responsible for building relationships, educating our participants on their retirement plans and responding to participant inquiries Plans such as 401(k), 403(b), 457, 401(a) and IRAs. Our focus is on delivering an outstanding experience for Plan participants by simply and efficiently explaining Plan features to participants and their beneficiaries as they are guided to financial wellness and retirement readiness.

Responsibilities :

• Develop and deliver customized retirement education programs for plan participants.
• Conduct live and virtual presentations on retirement planning and plan features.
• Provide one-on-one guidance to participants on plan enrollment
• Maintain accurate records of participant interactions and enrollment outcomes.
• Answer participant questions regarding plan features, contribution limits, and tax implications.
• Support ongoing participant education initiatives and plan engagement strategies.

Required Qualifications :

Preferred Qualifications :

What we offer you :

The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus; whereby total compensation may exceed this range depending on individual and / or company performance.

Base Salary Range : $60,000 - $90,000

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.