Retirement Specialist at Prestige Employee Administrators – Tampa, Florida

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.
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