Retirement Plan Specialist Associate
TEKsystems, St. Petersburg, FL, United States
Description
Answer and respond to email inquiries regarding issues.
Process forms and perform basic transactions such as roll overs, internal transfers, and death certificates.
Accurately diagnose issues and provide client-driven solutions that meet IRS regulatory requirements.
Interpret rules and regulations applying retirement plan knowledge.
Conduct audits of account activity to ensure transactions meet regulatory compliance.
Review client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution.
Maintain knowledge of retirement plan rules and regulations utilizing internal and external resources and continuous training.
Communicate, research, and resolve issues with other internal departments.
Review daily reports of individual productivity to evaluate personal performance.
Work Schedule: Choose either 8:30am‑5:30pm or 9am‑6pm.
Job Type & Location Contract to Hire position based out of St. Petersburg, FL.
Pay and Benefits Pay range: $23.00 - $23.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms.
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan – pre‑tax and Roth post‑tax contributions available
Life Insurance (Voluntary Life & AD&D for employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, vacation or sick leave)
Workplace Type Hybrid position in St. Petersburg, FL.
Application Deadline Position anticipated to close on Apr 18, 2026.
Equal Employment Opportunity Statement The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information, or any characteristic protected by law.
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Answer and respond to email inquiries regarding issues.
Process forms and perform basic transactions such as roll overs, internal transfers, and death certificates.
Accurately diagnose issues and provide client-driven solutions that meet IRS regulatory requirements.
Interpret rules and regulations applying retirement plan knowledge.
Conduct audits of account activity to ensure transactions meet regulatory compliance.
Review client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution.
Maintain knowledge of retirement plan rules and regulations utilizing internal and external resources and continuous training.
Communicate, research, and resolve issues with other internal departments.
Review daily reports of individual productivity to evaluate personal performance.
Work Schedule: Choose either 8:30am‑5:30pm or 9am‑6pm.
Job Type & Location Contract to Hire position based out of St. Petersburg, FL.
Pay and Benefits Pay range: $23.00 - $23.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms.
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan – pre‑tax and Roth post‑tax contributions available
Life Insurance (Voluntary Life & AD&D for employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, vacation or sick leave)
Workplace Type Hybrid position in St. Petersburg, FL.
Application Deadline Position anticipated to close on Apr 18, 2026.
Equal Employment Opportunity Statement The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information, or any characteristic protected by law.
#J-18808-Ljbffr