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
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