CoAdvantage · 11 hours ago
Retirement Specialist
Bradenton, FL
Full-time
Onsite
New Grad, Entry LevelCoAdvantage is a leading human resource solutions provider for small to mid-sized companies, seeking a Retirement Specialist to manage retirement plan administration and compliance. The role involves ensuring accurate data transmission and compliance with regulatory requirements while maintaining strong client relationships and providing exceptional service.
EmploymentHuman ResourcesStaffing Agency
Hiring Manager
Ashley Walker, CPA
Responsibilities
Download and format the deferral feedback files from Empower
Import and review the deferral feedback into Quantum
Utilize Qlik to review the deferral feedback import results
Download and format the loan feedback file from Empower
Review the loan feedback data entry to ensure accuracy
Develop weekly metrics reporting provided to VP, Retirement Plan Services
Develop monthly metrics reporting provided to VP, Retirement Plan Services
Receive, review and provide the onboarding adopter status log to CoAdvantage Implementation
Review, submit and invoice document amendments
Update Quantum, if necessary, for plan amendments
Discuss allocation requests with clients and submit the requests to Empower for completion
Review and invoice for allocation requests completed by Empower
Coordinate client allocation funding and remit to Empower
Receive new adopter signed documents from Merrill Lynch and document accordingly
Monitor Empower reporting and once available, enter new adopters into Quantum
Receive and review 401k Surveys from Sales, other internals, clients, etc
Document the surveys received, prefill the installation and compliance kit, and email the client with next steps
Document assets transferred into the CoAdvantage MEP (including entering the year-to-date contributions made into the prior plan ensuring participants remain below the IRS annual contribution limit)
Research new hire, rehire and employee termination events in conjunction with plan rules
Takes incoming phone calls from all client companies and providers. Reacts within specified time frames to all customer inquiries and maintains superior client relationships
Conducts complete investigation into potential errors and plan administration issues. Documents appropriately and makes recommendations about necessary actions to be taken
Responds to client, employee and provider inquiries related to retirement benefit programs
Manage online enrollment portal
Work closely with Client Services team to build and maintain strong customer relationships and deliver ongoing superior service
Proactively recommends changes to operating procedures to maximize accuracy and productivity
Escalates issues/concerns/special requests to Senior Director
Establish and maintain effective working relationships with area staff, management and clients
Performs other duties and special projects as assigned
Demonstrates a consistent attitude of excellence and uncompromising integrity in a highly collaborative teamwork environment
Ensure work area is clean, secure (HIPAA compliant) and well maintained
Stay abreast of compliance regulations and changes in the field of MEP’s, ERISA and DOL requirements
Qualification
Required
Strong analytical and problem-solving abilities
Advanced knowledge of Excel and ability to quickly learn new software applications
Excellent verbal and written communication skills
Excellent customer relationship and interpersonal skills
Strong organizational skills
Knowledge of word processing and spreadsheet applications
Good time management
Excellent attention to detail
Works well in a team environment
Able to maintain confidential information
High school diploma or equivalent
Preferred
Experience working in an environment where payrolls/benefits are processed daily a plus
Company
CoAdvantage
CoAdvantage provides integrated HR solutions, including payroll processing, benefits, compliance, and human resources administration.
Founded in 1997
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Morgan Stanley
2019-07-24Acquired
2015-10-08Private Equity
Leadership Team
Clinton B.
Chief Executive Officer -CoAdvantage
Lori Martin, CPA
Chief Financial Officer
Recent News
PR Newswire
2025-06-30
Morningstar.com
2025-04-01
Company data provided by crunchbase