Retirement Plan Administrator
Are you looking to accelerate your career in a place where you can be your authentic self? At OneDigital, we are on a mission to help people do their best work and live their best lives. We embrace diversity and believe greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth and committed to having your back, we invite you to join us. Must be eligible to work in the United States without the need for work visa or residency sponsorship.
About the Role
The Retirement Plan Administrator will oversee the day-to-day management of pooled employer plans (PEP) and client-sponsored plans, including contributions, compliance testing, plan design consultation, and documentation. This role involves regular communication with clients, plan participants, and other stakeholders to address inquiries and ensure compliance with regulatory requirements. Attention to detail, a thorough understanding of retirement plan laws, and exceptional organizational skills are essential for success. This is a full-time on-site role, preferably based in Florida.
Responsibilities
- 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 teams to coordinate 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
- Perform quality control (QC) on all changes
- Assist terminated clients with plan transfers
- Work with internal teams to answer client and employee questions
- Collaborate with the data processing team, Benefits Representatives, or Implementation for client-sponsored plan setups and standard operating procedures (SOPs)
- Other duties as appropriate to the objectives of the role and goals of Resourcing Edge
Requirements
- Knowledge of 401(k) administration, plan design consultation, and compliance testing
- Understanding of retirement plan laws, regulations, and applicable legal requirements
- Exceptional organizational and detail-oriented skills, with the ability to manage multiple assignments and deadlines
- Strong interpersonal skills to effectively collaborate with clients, plan participants, and coworkers
- Proficiency in using PrismHR, iSolved payroll software, and technology for reporting, plan management, and administrative tasks (desired)
- Experience in the financial, human resources, or benefits administration industry (a bonus)
- Travel Required: 10%
Schedule
This is a full-time on-site role, preferably based in Florida.