Senior Retirement Plan Specialist

This is a fully remote position, open to applicants in Florida.

📋 Description

• Engage directly with clients to oversee the administration of all client-sponsored 401k plans.

• Provide assistance to the 401k Manager as needed to support Resourcing Edge's 401k plan administration.

• Collaborate with Implementation and the Client to coordinate with the 401k service provider.

• Partner with clients and providers to establish new retirement plans.

• Aid employees with inquiries related to retirement.

• Review data entry modifications made to the payroll system and conduct quality control on all changes.

• Assist former clients with the transfer of their plans.

• Work alongside our internal teams to address questions from clients and employees.

⛳️ Requirements

• At least 5 years of experience handling 401k plans.

• Strong proficiency in Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.

• Familiarity with Prism navigation is a plus.

• Experience in a PEO environment.

🏝️ Benefits

• Health insurance.

• Opportunities for professional development.