Retirement Assistant

Today'sHR

Retirement Assistant

Burbank, CA
Full Time
Paid
  • Responsibilities

    Today's HR is one of the largest, independently owned, Human Resources Consulting, Outsourcing and PEO firms in California. For more than thirty years, we have assisted employers with the complex and high end functions relating to their Human Resources.

    Working under the direction of our Senior Manager of Retirement and Compliance, the **Retirement & Compliance Assistant **is responsible for providing high-quality day-to-day retirement administration support for the Company’s MEP retirement plans and client level plans. The Assistant will support the Retirement & Compliance Manager and Retirement Coordinator to ensure accurate and timely setup of client retirement plans.

    Essential Duties and Responsibilities:

    • Explains retirement benefit plan policies, procedures, and legal requirements to clients, employees, and beneficiaries.
    • Assists in completing mid-year and year-end testing for Clients.
    • Auditing of iSolved retirement plan set up.
    • Assists in conducting group benefits presentations with employees regarding retirement plans.
    • Create and edit census information and upload to carrier portal
    • Acquires and distributes relevant information and documentation to plan participants and beneficiaries.
    • Develops and maintains records of participants and beneficiaries including active, deferred, retired, and separated members.
    • Conducts and researches monthly retirement reconciliation.
    • Data Entry of employee contributions and loans.
    • Audit of employee contributions and loans.
    • Update HRIS system with plan documents
    • Maintains knowledge of legal and regulatory changes, trends, and other developments affecting retirement benefits.
    • Daily submission of retirement files to carriers.
    • Assists with ACA compliance.
    • Performs other duties as assigned.

    Competencies:

    • Bi-Lingual Spanish, preferred
    • Ability to travel with little notice
    • Excellent verbal/presentation skills
    • Excellent excel and analytical skills.
    • 1-2 years of data entry and customer service experience.
    • Amazing customer service expertise.
    • A collaborator with excellent verbal and written communication skills.
    • Ability to work independently in a time sensitive environment.
    • Strong attention to detail.
    • Self-starter, work wells with moderate supervision

    What We Offer:

    • up to $20-$22 hourly
    • We offer a competitive salary and rich benefits package including contribution and matching percentage to 401K as well as several health plans to choose from, including medical, dental, vision, and life insurance. We also offer free lunches and fun employee gatherings

    Today's HR is an equal opportunity employer and we are committed to Equal Employment Opportunity regardless of race, color, national origin, gender, sexual orientation, age, religion, veteran status, disability, history of disability or perceived disability, and per the Fair Chance Ordinance will consider qualified applications with criminal histories in a manner consistent with the ordinance.

    To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.