401(k) Compliance Project Manager at Fidelity managing tools for compliance services and client support. Involves testing, documentation, and communication with business teams for 401(k) compliance activities.
Responsibilities
The COE team builds and maintains tools for Fidelity’s 401(k) compliance services, including nondiscrimination testing, Form 5500, annual reporting, and contribution allocation services.
We coordinate with clients to support them in annual 401(k) plan administration.
We document, prioritize, and test stories for agile development by partners in WI Technology.
Setup functional and regression testing, and communicate the results of system installs to our partners.
We coordinate monthly reconciliation, set-up, launching and monitoring of more than 125,000 reporting campaigns.
Sprint and Quarterly development planning, communication with business leadership, and ongoing monitoring and communication of status.
Mitigate risk with incident management and install validation.
We 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
Ability to summarize and clearly articulate complex issues, summarize key points, and communicate findings
Highly organized, detail oriented with outstanding follow-through
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