Case Manager responsible for partner onboarding and communication in both Spanish and English. Engaging in stakeholder management and monitoring onboarding progress.
About the role
- 401(k) Manager overseeing all aspects of retirement plan administration for a people-first company. Ensuring compliance, managing contributions, and providing exceptional client service.
Responsibilities
- Oversees all aspects of 401(k) retirement plan administration
- Ensures employee enrollment in the plan
- Manages contributions from employer and employee sides
- Ensures proper allocation and management of investment offerings
- Provides exceptional service to clients and participants
- Collaborates with sales team and implementation for new plans
- Assists employees with retirement questions
- Works with auditors for data requests
- Reviews data entry changes and performs quality checks
- Reconciles and remits weekly 401(k) contributions
- Attends quarterly Investment Committee meetings
Requirements
- Bachelor’s degree in HR, Business, Accounting, Finance, or related field
- 5–8 years of 401(k) administration or retirement plan management experience
- Certifications: QKA, QPA, CEBS preferred
- PEO or multi-employer plan experience preferred
- Strong knowledge of ERISA, IRS, DOL regulations
- Excellent organizational and communication skills
- Proficiency with payroll/benefits systems
Benefits
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses
- employee perks and discounts
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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