Retirement Administrator

Prestige Employee Administrators•Tampa, FL

2d•Hybrid

About The Position

For almost 30 years, PrestigePEO has partnered with brokers and business owners to deliver comprehensive workforce solutions that simplify HR, control costs, and support employee success. As a full-service Professional Employer Organization (PEO), we provide integrated HR services, employee benefits, payroll administration, workers' compensation, compliance guidance, retirement solutions, and advanced HR technology through our co-employment model. This approach gives businesses access to large group purchasing power, experienced HR expertise, and scalable infrastructure typically reserved for larger organizations. Working alongside broker partners, PrestigePEO helps businesses build stronger teams, remain compliant in complex regulatory environments, and focus on sustainable growth.

Requirements

Basic knowledge of Benefits and Retirement Plans.
Candidates must possess the ability to learn quickly and work seamlessly across multiple teams with light supervision.
Strong organizational skills
Detail oriented with ability to multi-task
Ability to manage multiple projects under light supervision
Strong verbal communication skills and phone presence
Strong written communications skills
Customer service skills
General knowledge of Microsoft Office and internet skills

Nice To Haves

A general background in customer service is a plus.

Responsibilities

Process employee requests (enrollment/change, incoming rollover, loan, distribution, hardship withdrawals)
Processing Bonus Deferral Election Forms, K1 Contributions, and Verifying/Approving Quarterly Forceouts.
Approve/Deny Distribution Requests
Audits plans through weekly Databridge API Verifications, Variance Reports, and Slavic Import Failures
Plan set-ups and first payrolls.
New clients in completing required plan documents, ensuring a smooth transition for new plans.
Sales team to provide marketing materials to prospects, attending sales calls when requested and providing plan comparisons.
Maintaining new client onboarding records to track new plan setups and update daily.
Transition of retirement plans from acquisitions
Enter Cases and Records. Track projects and communications with clients.
New client questions and inquiries
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