Retirement Specialist
PrestigePEO, Tampa, FL, United States
Prestigepeo Retirement Plan Support
For more than 25 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. 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. 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
For more than 25 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. 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. 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