Senior Retirement Plan Specialist

OneDigital•Remote-Florida, FL

1d•Onsite

About The Position

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership. Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter. Our Newest Opportunity: Essential Duties and Responsibilities (include but are not limited to): Work directly with clients to manage all client sponsored 401k plan administration Support 401k Manager, as needed, to provide support for Resourcing Edge 401k plan administration Partner with Implementation and Client coordinating with 401k provider Work with clients and providers to set up new retirement plans Assist employees with retirement questions Review data entry changes made to the payroll system QC all changes Assist terminated clients with plan transfers Work with our internal teams to answer client and employee questions Work with data processing team, Ben Reps or Implementation for client sponsored plan set up and SOP’s on how to manage plan. Other duties as appropriate to the objectives of the role and goals of Resourcing Edge

Requirements

Proficiency with Microsoft Office programs, such as Excel, Word, Outlook, PowerPoint, required
A minimum of 5 years of experience with 401k plans
Prism knowledge
PEO experience

Nice To Haves

Prism navigation is a plus

Responsibilities

Work directly with clients to manage all client sponsored 401k plan administration
Support 401k Manager, as needed, to provide support for Resourcing Edge 401k plan administration
Partner with Implementation and Client coordinating with 401k provider
Work with clients and providers to set up new retirement plans
Assist employees with retirement questions
Review data entry changes made to the payroll system
QC all changes
Assist terminated clients with plan transfers
Work with our internal teams to answer client and employee questions
Work with data processing team, Ben Reps or Implementation for client sponsored plan set up and SOP’s on how to manage plan.
Other duties as appropriate to the objectives of the role and goals of Resourcing Edge