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Plan Operations Specialist

BlueStar Retirement Services, INC.

in Telecommute / Jacksonville FL

Logo for BlueStar Retirement Services, INC.

Overall responsibility
Support the on-going service needs of existing clients.

Key areas of responsibility

  • Develop new technical skills and expand knowledge of our systems and recordkeeping software to find better ways to service our clients and adapt to system changes and upgrades
  • Act as BlueStar’s ambassador to its clients
  • Prepare and review eligibility determinations to ensure accurate and timely identification of newly eligible employees
  • Process and review automatic enrollment to ensure accurate and timely identification of newly eligible employees
  • Process and review source level eligibility to ensure accurate and timely identification of newly eligible employees
  • Update PlanConnect and Relius as needed based on eligibility and automatic enrollment review
  • Prepare and deliver enrollment kits at least 30 days prior to plan entry to eligible participants
  • Prepare mapping notices that accurately reflect mapping instructions and deliver 30 days prior to all eligible participants
  • Prepare annual notices that accurately reflect plan specifications, investments and fees and deliver on an annual basis
  • Print and mail other plan communications as requested by other departments
  • Provide timely notification to plan sponsors of newly eligible participants, source level eligibility, and automatic enrollment
  • Determine participants eligible for forceout, distribute distribution paperwork, and track sponsor approval
  • Determine participants eligible for loan default, distribute distribution paperwork, and track sponsor approval
  • Determine participants eligible for RMDs, distribute participant notification, and track sponsor approval
  • Answer questions posed by Customer Service Representatives related to enrollment kits and other notices
  • Develop new reporting capabilities for internal use and to promote integrations with 3rd parties
  • Deliver quarterly participant statements


  • Commitment to making the client’s experience as easy as possible
  • High degree of empathy and service orientation
  • Ability and desire to get the details right
  • Belief that technology can help us work better, faster, and smarter
  • Ability and desire to think outside the box for new, creative solutions
  • Willingness to work within existing procedures to ensure accurate controls
  • Willingness to adapt and continuously change to meet new situations and to enhance our service offering
  • Commitment to life-long learning
  • Team Player
  • Extensive Relius experience
  • Knowledgeable about compliance regulations and plan documents
  • Excellent word processing and excel skills
  • Ability to learn new software programs quickly
  • Excellent time management skills
  • Strong Attention to Detail; high level of accuracy
  • Ability to meet deadlines; strong sense of urgency
  • Able to work independently
  • Clear understanding of the importance of communicating clearly with internal and external service partners and with clients
  • Clear understanding of the need to handle sensitive information with an abundance of caution

Required Skills

  • Ability to utilize office equipment such as computers, phones and photocopiers throughout the work day
  • Ability to communicate in a courteous and professional manner both in writing and over the phone
  • Ability to organize and manage multiple priorities
  • Ability to complete assignments quickly and accurately
  • Ability to use all tools available to track progress with a high level of clarity
  • Ability to recognize inefficiencies and to make recommendations for improvements
  • Ability to maintain data security by following all data security guidelines and by bringing any potential security threats to the appropriate contact’s attention for further review

Required experience - 2 years in retirement industry

How to Apply

Email resume to and include the position you are applying for in the subject line. 

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