Retirement Services Supervisor

Reports to:

Director of Internal Human Resources

Responsible for managing all aspects of a multi-employer retirement plan for a Professional Employer Organization (PEO).

Manage and supervise the work of the Retirement Services team.
Liaise with clients, attorneys, and plan administrator to create and maintain Prestige plan documents
Act as point of contact for Implementation team as it pertains to the retirement needs of new clients.
Review 401K testing with Prestige plan provider as necessary
Facilitate:
- Answers to questions from co-employees to registered or ERISA qualified responders
- Plan changes between both the client and Prestige plan administrator
- The coordination of enrollment meetings between client and Prestige plan administrator
- The scheduling of on-site and web-based retirement education workshop between client and Prestige plan administrator
- 401K audits both internally and externally as necessary
- Plan to plan transfers (Outside Client Plan to Prestige or Prestige to Outside Client Plan)
Work collaboratively across departments to resolve retirement related issue and provide guidance as necessary.
Analyze current plan utilization and determine methods to increase usage as well as market the plan to clients.

Seasoned experience using Microsoft office products
Strong systems background, ability to learn and use new systems quickly
Ability to take initiative to develop new strategies and outside-the-box ideas
Ability to think both tactically and strategically, including high levels of self-direction
Ability to take direction and work collaboratively
Goal-oriented and flexible
Excellent time-management skills
Excellent communication skills
Punctuality, reliability, and integrity a must

Success Characteristics: