401(k) PEP Implementation Administrator

Why Work Here

• isolved HCM delivers 40 years of industry experience daily to its 160,000+ "People Hero" customers
• Headquartered in Charlotte, NC with 18 US locations, isolved HCM is also a global enterprise with locations in Colombia, Guatemala and Mexico
• isolved awarded top places to work in the USA 2023 and we are proud of our TOP employee engagement results in 2024
• Our People Heroes have rated us number one in vendor satisfaction within Sapient Insights Group's HR Systems Survey for two years in a row.
• isolved ranked top performer in SMB Payroll - 2023 Sapient Report
  
  

Job Description

The 401(k) PEP Implementation Specialist acts as a liaison between the 401k provider, isolved and clients handling the onboarding, implementation, and ongoing day to day activities on the plan. Ensures the implementation process is handled effectively, timely and accurately.

Partner with and provide exceptional customer service to our customers who are part of our 401(k) Pooled Employer Plan. This position requires diligent effort, acting as the liaison between the 401(k) provider and the clients to resolve 401(k) implementation related issues.

This includes ensuring all client requests are handled effectively, timely and accurately. This position is responsible for handling implementation and administration for the adopters under our plan. This member must be able to manage and prioritize multiple tasks and complete deadlines in addition to displaying good time management.

Core Job Duties

• Partner with and provide exceptional customer service to our customers who are part of our 401(k) Pooled Employer Plan
• Act as the liaison between the 401(k) provider and the clients to resolve 401(k) related issues
• Ensure all client requests are handled effectively, timely and accurately
• Handle day-to-day retirement plan administration for the adopters under our plan; this member must be able to manage and prioritize tasks and competing deadlines in addition to displaying good time management
• Timely deposit of contribution files
• Build Census Files
• Handle on boarding and off boarding of clients supporting the team of advisors on the plan
• Set up contributions in the payroll system related to plan start / set up
• Double check plan documents before submitting to installation
• Provide customer support answering questions from Employees and Employer
• Validate benefit plan configuration accuracy and alignment with provider specifications and partner with internal benefits team and implementation teams on plan builds, updates, and related questions when necessary
• Manage customer escalated issues and drive resolutions
• Ensure deadlines are met for new client implementations
• Properly escalate issues to management
• Collaborate with peers to establish best practices
• Attend and participate in all relevant meetings
• Complete special projects as needed
• Adhere to company and departmental policies
  
  

Minimum Qualifications

• 3+ year of experience in customer service
• 3+ years in the retirement industry preferred
• Experience with isolved preferred
• Technology savvy with ability to quickly learn new tools
• Strong attention to detail
• Ability to multi-task in a fast-paced environment
• Expert knowledge of MS Office package; intermediate Excel skills
• Strong time management
  
  

About Isolved

isolved is an employee experience leader, providing intuitive, people-first Human Capital Management (HCM) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk.

No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.

EEO Statement

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are.

Disability Accommodation

Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions outlined above.