Retirement Specialist

Company Overview: For more than 25 years, Prestige has provided cost-effective employee benefits and HR services, transparent pricing, and personalized, quality service to every client. We go the extra mile to develop long-term relationships and build strong partnerships with each client we serve. We help our clients focus on running—and growing—their businesses. Bonded by shared goals, we’re a data-driven and results-focused company committed to solving any HR issue, big or small.

Position Description:

The incumbent will support the VP of Financial and Retirement Services with all aspects of a multiple employer retirement savings plan for participating client worksites and worksite employees.

Roles & Responsibilities:

Onboarding Retirement

• Oversee all plan set-ups and first payrolls
• Acting as first point of contact for Retirement Plan Setup and setting up their plans and match rules in HRIS system
• Attend new client onboarding consultations when necessary
• Assist new clients in completing required plan documents, ensuring a smooth transition for new plans
• Work with Sales team to provide marketing materials to prospects, attending sales calls when requested and providing plan comparisons
• Maintain new client onboarding records to track new plan setups and update daily
• Manage the transition of retirement plans from acquisitions
  
  

Salesforce

• Track projects and communications with clients through Salesforce cases and records
  
  

Customer Service

• Addresses escalated new client questions and escalated issues
• Research and resolve client and employee issues related to enrollment, deferrals, remittance, plan design and compliance
• Update payroll system with enrollments and contribution changes as necessary
• Completes corrections for missed deferrals and matches when they arise
• Run and provide clients with census reports upon request
  
  

Plan Administration and Auditing

• Processing Bonus Deferral Election Forms, K1 Contributions, and Verifying/Approving Quarterly Forceouts
• Approve/Deny Distribution Requests
• Process employee requests (enrollment/change, incoming rollover, loan, distribution, hardship withdrawals)
• Audits plans through weekly Databridge API Verifications, Variance Reports, and Slavic Import Failures
  
  

Other Special Projects

• Takes lead on special projects as they arise such as audits and Slavic requests for gathering company information
  
  

Experience: A strong knowledge of 401K plans and administration. Candidates must possess the ability to manage projects and workflows across multiple teams with minimal supervision. Background in customer service a plus. Bachelor’s degree preferred.

Specific Skills Needed:

• Strong organizational skills
• Detail oriented with ability to multi-task
• Ability to manage multiple projects under minimal supervision
• Strong verbal communication skills and phone presence
• Strong written communications skills
• Customer service skills
• Microsoft Office and internet skills
• Knowledge of ERISA regulations
• Prism a plus
• Salesforce a plus
  
  

This role is 3 days in the office, 2 days work from home.

The salary range is up to $75K based on experience

Powered by JazzHR

4LLYqFURNh