Job Description
For almost 30 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.
Job summary: The incumbent will support the VP of Financial and Retirement Services, and the Retirement Services Supervisor as needed for all aspects of a multiple employer (MEP), pooled employer (PEP), and outside client retirement savings plans for participating client worksites and their employees.
Roles & Responsibilities: Plan Administration and Auditing - Process employee requests (enrollment/change, incoming rollover, loan, distribution, hardship withdrawals)
- Processing Bonus Deferral Election Forms, K1 Contributions, and Verifying/Approving Quarterly Forceouts.
- Approve/Deny Distribution Requests
- Audits plans through weekly Databridge API Verifications, Variance Reports, and Slavic Import Failures
Onboarding Retirement (Incumbent will assist with) - Plan set-ups and first payrolls.
- New clients in completing required plan documents, ensuring a smooth transition for new plans.
- Sales team to provide marketing materials to prospects, attending sales calls when requested and providing plan comparisons.
- Maintaining new client onboarding records to track new plan setups and update daily.
- Transition of retirement plans from acquisitions
Salesforce - Enter Cases and Records. Track projects and communications with clients.
Customer Service (Incumbent will assist with)- New client questions and inquiries
- 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
Experience : Basic knowledge of Benefits and Retirement Plans. Candidates must possess the ability to learn quickly and work seamlessly across multiple teams with light supervision. A general background in customer service is a plus.
Specific Skills Needed: - Strong organizational skills
- Detail oriented with ability to multi-task
- Ability to manage multiple projects under light supervision
- Strong verbal communication skills and phone presence
- Strong written communications skills
- Customer service skills
- General knowledge of Microsoft Office and internet skills
Required Qualifications - Education: 2- or 4-Year College Degree
- Entry level position will train
This role is hybrid - working 3 days in the office
Salary is up to $55k
Job Tags
Full time, Work at office