Retirement Specialist

Tampa, FL

Full Time

Mid Level

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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