"Alerted.org

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. B achelor’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.

Powered by JazzHR