Retirement Plan Administrator

Resourcing Edge Services LLC; Phoenix (AZ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Travel 10%

Job summary

OneDigital is seeking a Retirement Plan Administrator to oversee day-to-day management of pooled employer plans and client Sponsored 401k plans. This full-time, on-site role is preferably based in Florida and involves regular client contact, plan design consultation, and compliance tasks.

You will collaborate with clients, plan participants, and internal teams, ensuring accurate data, timely contributions, and proper plan setup. Knowledge of PrismHR and iSolved is preferred.

Qualifications

• Knowledge of 401(k) administration and compliance testing.
• Knowledge of retirement plan laws, regulations, and applicable legal requirements.
• Exceptional organizational and detail-oriented skills, with the ability to manage multiple assignments and deadlines.
• Interpersonal skills to effectively collaborate with clients, plan participants, and coworkers.

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.
• 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.

Skills

401(k) administration

Plan design consultation

Compliance testing

Regulatory knowledge

Detail-oriented

Interpersonal skills

PrismHR

iSolved

Financial services industry experience

Tools

PrismHR

iSolved

Job description

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

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

Job Description Summary

A 401k Administrator is responsible for overseeing the administration of a company’s 401k plan. This includes ensuring that all employees are enrolled in the plan, managing contributions from both the employer and employee side, and making sure that the investments offered through the plan are properly allocated and managed. In addition, the administration of 401k Client Sponsored Plans.

Role Description

The Retirement Plan Administrator will oversee the day-to-day management of pooled employer plans (PEP) & client sponsored plans; including contributions, compliance testing, plan design consultation, and documentation. The 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 regulations, and exceptional organizational skills are essential for success in this role. This is a full-time on-site role, preferably based in Florida.

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
• 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

• Knowledge of 401(k) administration, plan design consultation, and compliance testing
• Knowledge of retirement plan laws, regulations, and applicable legal requirements is desired
• Exceptional organizational and detail-oriented skills, with the ability to manage multiple assignments and deadlines
• 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 is desired
• Experience in the financial, human resources, or benefits administration industry is a bonus

Travel Required: 10%

This job operates in an indoor office environment.

Equal Opportunity Statement

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francisco City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background.

This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.

We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!

OneDigital is a growing organization of caring, collaborative, and driven professionals who have dedicated their careers to improving the lives of millions of people every day. We are in the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career, it is a calling to serve. It is "a career of consequence." We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and use words like love and family in the same sentence with achievement and accountability.

At OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities. We call this "walking the talk", and it’s why we offer the same total-wellbeing benefits to our people as we do our clients.

Learn more: Diversity, Equity, Inclusion, and Belonging at OneDigital Careers at OneDigital Culture at OneDigital Follow us on LinkedIn