Senior Retirement Plan Specialist

Role Overview

• Work directly with clients to manage all client sponsored 401k plan administration
• Support 401k Manager, as needed, to provide support for Resourcing Edge 401k plan administration
• Partner with Implementation and Client coordinating with 401k provider
• Work with clients and providers to set up new retirement plans
• Assist employees with retirement questions
• Review data entry changes made to the payroll system QC all changes
• Assist terminated clients with plan transfers
• Work with our internal teams to answer client and employee questions

Requirements

• A minimum of 5 years of experience with 401k plans
• Proficiency with Microsoft Office programs, such as Excel, Word, Outlook, PowerPoint
• Prism navigation is a plus
• PEO experience

Benefits

• Health insurance
• Professional development opportunities