Job Description

FRANKCRUM IS A TOP WORKPLACE!

Renamed FrankCrum in 2006, the Professional Employer Organization (PEO), is based in Clearwater, Florida and employs more than 350 people who serve over 4,000 business clients offering a full range of HR services, including payroll, employee benefits, HR consulting services and workers’ compensation insurance. Our PEO is a family culture that encourages people to feel at home, collaborate, and respect each other. ​​​​​​ THE ROLE YOU WILL PLAY TO CREATE SUCCESS

We are eager to announce a full-time 401K RETIREMENT PLAN SPECIALIST position filled with many exciting opportunities! In this role, you will have the opportunity to impact the FrankCrum business everyday by communicating and administering the design and implementation of 401(k) plans, Roth IRAs, and other related programs.   

1.     Communicates with existing and prospective customers to promote the FrankCrum 401(k) retirement program.

2.     Acts as primary contact for 401k Plan audits, plan transfers, ADP/ACP/Top Heavy testing, Form 5500 filing, and Investment Committee meetings.

3.     Works with the client and provider to design, adopt, and implement a 401(k) retirement savings plan in accordance with FrankCrum Retirement Plan and IRS regulations. 

4.     Provides administration, ensures proper documentation has been executed, and monitors clients’ retirement plan activities on a daily basis through auditing.

5.     Maintains thorough knowledge of retirement plan 401(k) regulations and applies that knowledge to ensure compliance and make recommendations.

6.     Prepares, submits, and maintains employee benefit records and documents.

7.     Provides guidance and determines eligibility for benefits such as participation, matching contribution, hardships, loans, and distributions.

8.     Ensures customers understand options and identifies multi-product needs to connect customers to other product specialists.

9.     Prepares communication and materials for optimal enrollment presentations, and makes presentations by phone, via webinar, and in person.

10.  Responds to correspondence, email, and phone calls from clients, employees and vendors.

THE ATTRIBUTES WE SEEK

Keys to success in this position include exceptional customer service, written, listening and communication skills. An Associate’s degree in finance, business, or related field and previous experience with 401(k) administration. Knowledge of Federal and state laws regarding employee benefits and insurance such as the ACA, Section 125, COBRA, HIPPA, PPA, and ERISA is required.

OUR COMPETITIVE BENEFITS

Along with this great opportunity, FrankCrum also provides exceptional benefits from top carriers including:

·         Health Insurance, Dental and Vision Insurance

·         Short Term / Long Term Disability and Term Life Insurance

·         Supplemental Insurance Plans (Accidental, Hospital, etc.), and Pet Insurance

·         401(k) Retirement Plan - FrankCrum matches 100% of the first 4%, immediate vesting

·         Employee Assistance Program

·         Flexible Spending Accounts and Health Savings Accounts

·         Paid Time Off and Holiday Pay

·         Education Reimbursement

·         PTO Cash Out

·         Tickets at Work and Corporate America Family Credit Union

·         And More!!

WHAT’S SPECIAL ABOUT FRANKCRUM

FrankCrum, a family-owned business-to-business entity since 1981 made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency - all based in Clearwater, Florida. This “family of employer solutions” employs more than 350 people who serve over 4,000 clients throughout the United States. FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family. By living by our Brand Pillars (Integrity, Affinity, and Prosperity) employees are recognized at quarterly events for exceptional customer service and milestones in tenure.

The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices. The cafe also plays host to monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties. Through the input of its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for 11 years in a row! FrankCrum also supports several community efforts through Trinity Café, the Homeless Empowerment Program, and Clearwater Free Clinic!

If you want to play this role to positively impact our client’s day-to-day business, then APPLY NOW!

FrankCrum is an equal opportunity employer prohibiting discrimination on the basis of race, color, sex, age, religion, national origin, disability, marital status and any other characteristic protected by local, state or federal law.