Retirement Specialist
PrestigePEO, Redding, CA, United States
Company Overview
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.
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.
Onboarding Retirement
Oversee all plan set-ups and first payrolls
Act 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.
The salary range is up to $75K based on experience.
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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.
Onboarding Retirement
Oversee all plan set-ups and first payrolls
Act 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.
The salary range is up to $75K based on experience.
#J-18808-Ljbffr