About the role

  • Project Manager for Fidelity’s 401(k) compliance services overseeing nondiscrimination testing and regulatory updates. Collaborating with clients and business units for plan administration and modernization efforts.

Responsibilities

  • Build and maintain tools for Fidelity’s 401(k) compliance services
  • Coordinate with clients to support them in annual 401(k) plan administration
  • Document, prioritize, and test stories for agile development
  • Setup functional and regression testing, communicate results of system installs
  • Coordinate monthly reconciliation, set-up, launching and monitoring of reporting campaigns
  • Sprint and Quarterly development planning, communication with business leadership
  • Ongoing monitoring and communication of status, mitigate risk with incident management
  • Partner across various business units on modernization efforts in Communications, Process, and Technology

Requirements

  • 401(k) Nondiscrimination testing (NDT), Form 5500, or annual reporting expertise required
  • Bachelor’s Degree or equivalent experience
  • Experience working with program and project management
  • Experience with technology development lifecycles (Waterfall, Agile, Scrum)
  • Risk mitigation and analytical skills
  • Current ASPPA designation preferred
  • Experience with compiling and analyzing data preferred (examples: Excel, Power BI, SQL, Tableau)
  • Knowledge of NDT, Form 5500, annual audit, and 401(k) plan design
  • Ability to understand and apply regulatory updates such as SECURE Act to systems and procedures
  • Ability to develop business requirements for annual updates to NDT, Form 5500, and annual reporting systems
  • Experience with test case design and execution a plus
  • Lead projects and coordinate project contributors
  • Highly organized, detail oriented with outstanding follow-through

Benefits

  • Not providing immigration sponsorship for this position

Job title

401K Compliance Project Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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