PrismHR · 3 hours ago
401K Client Service Specialist
Chandler, AZ
Full-time
Onsite
Entry, Mid Level
1+ years expPrismHR is a global company focused on enhancing retirement readiness for small businesses. The Senior Retirement Plan Specialist serves as the primary relationship manager for employer-sponsored 401(k) plans, overseeing administration and compliance while fostering strong client relationships.
Cloud ComputingHuman ResourcesSaaSSoftware
Hiring Manager
🚀 Angela Hitt
Responsibilities
Serve as the primary relationship manager for assigned book of business
Oversee day-to-day administration and monitoring of contribution submissions, and contribution rate changes
Provide proactive and responsive support to employers, addressing questions and resolving issues related to plan operations, and any required corrections
Assist through the plan onboarding process, including the distribution of initial participant notices
Conduct employer training sessions to ensure understanding of plan responsibilities, processes and deadlines
Monitor and manage key compliance milestones including eligibility tracking, nondiscrimination testing (e.g., ADP/ACP, top-heavy, coverage), timely Form 5500 preparation, and coordination of plan audits to ensure adherence to ERISA and IRS regulations
Provide guidance to plan sponsors on fiduciary responsibilities, including interpretation of plan provisions, participant disclosures, and regulatory updates
Identify and assist with resolution of operational errors and compliance failures, including correction methods under IRS and DOL guidelines (e.g., EPCRS, VFCP)
Collaborate with internal teams and external vendors (e.g., recordkeepers, TPAs, auditors, legal counsel) to ensure accurate plan administration, timely issue resolution, and seamless service delivery
Review and interpret plan documents to guide clients in accordance with plan provisions and regulatory requirements
Participating in team meetings, training, and ongoing professional development related to retirement plan administration
Collaborate closely with Client Service Associate(s) to ensure task and responsibilities are completed accurately and on time for assigned booked of business
Complete projects as assigned by supervisor
Qualification
Required
Strong customer service skills, with a professional and solution-oriented approach
Excellent written and verbal communication skills
High attention to detail
Organizational and time management skills
Problem solving skills
Proficiency with Microsoft Office, especially Excel, Word, and Outlook
Team player mentality, with a collaborative and adaptable approach to supporting broader service goals
Customer service and relationship management experience is required
1+ years of 401(k) administration experience
Benefits
Health Insurance : Medical, dental, and vision coverage
Retirement Plan : 401(k) with company match
Paid Time Off : PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state law
Other Benefits : Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.
Company
PrismHR
PrismHR is the largest payroll and HR software platform for professional employer organizations and administrative service organizations.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2019-12-02Acquired
2014-09-24Private Equity
Leadership Team
Adam Van Beek
Chief Innovation Officer
Michael DeLessio
Chief Of Staff
Recent News
2023-12-20
Yahoo Finance
2023-12-20
Company data provided by crunchbase