OneDigital

Senior Retirement Plan Specialist

OneDigital • $75K — $95K *
US-AnywhereRemote in Florida, US
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 5+ years of experience managing 401k plans
  • Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
  • Knowledge of Prism software preferred
  • Familiarity with Professional Employer Organizations (PEO)
  • Strong communication and client management skills

Responsibilities

  • Manage client-sponsored 401k plan administration directly with clients
  • Support the 401k Manager in plan administration tasks
  • Coordinate with Implementation and Client teams and 401k provider
  • Assist in setting up new retirement plans for clients and providers
  • Address retirement questions from employees
  • Review payroll system data entry changes
  • Ensure quality control on data changes
  • Assist terminated clients with transferring plans

Benefits

  • Work in a collaborative office environment
  • Opportunities for professional development
  • Flexible work schedule with minimal travel (10%)
  • Supportive team culture
  • Engagement with various internal departments
Full Job Description
Our Newest Opportunity:

Essential Duties and Responsibilities (include but are not limited to):
  • 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
  • Work with data processing team, Ben Reps or Implementation for client sponsored plan set up and SOP's on how to manage plan.
  • Other duties as appropriate to the objectives of the role and goals of Resourcing Edge


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
  • PEO experience


  • Travel Required: 10%
  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This job operates in an indoor office environment

About OneDigital

OneDigital is a leading insurance brokerage and benefits administration company in the United States. The company was founded in 2000 and is headquartered in Atlanta, Georgia. OneDigital offers a wide range of insurance products and services, including health, dental, vision, life, disability, and voluntary benefits. The company serves clients in a variety of industries, including technology, healthcare, manufacturing, and retail. OneDigital has been recognized as one of the fastest-growing companies in the United States by Inc. Magazine and has received numerous awards for its innovative approach to employee benefits.
Learn more about OneDigital
Size
2,000 employees
Industry
Finance & Insurance
Founded
2000
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at OneDigital

More Finance & Insurance Jobs

Find similar Senior Retirement Plan Specialist jobs:

NationwideRemote