Senior Retirement Plan Specialist

Essential Duties and 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 coordinating with 401k provider
• Work with clients and providers to set up new retirement plans
• Aid employees with retirement questions
• Review data entry changes made to the payroll system
• QC all changes
• Aid terminated clients with plan transfers
• Work with our internal teams to answer client and employee questions
• Work with data processing team, Ben Reps or Implementation for client sponsored plan set up and SOP’s on how to manage plan.

Qualifications, Skills and Requirements

• Proficiency with Microsoft Office programs, such as Excel, Word, Outlook, PowerPoint, required
• Prism navigation is a plus

Education, Training and Experience

• A minimum of 5 years of experience with 401k plans
• Prism knowledge
• P业务经验

Travel Required

10%

About the Role

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Benefits

We are a people-first culture that is wired for growth, driven to serve, and totally committed to having your back.

Pay

Details TBD

Schedule

Details TBD

Skills

See above

Benefits

See above

Company Information

OneDigital is an equal opportunity employer. We believe in hiring the most qualified applicant for the position, regardless of background. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. Thank you for your interest in joining the OneDigital team!