Hybrid 401K Compliance Project Manager

at skillventory - A Leading Talent Research Firm

• Job title: 401K Compliance Project Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Tech skills: SQL, Tableau
• Location requirements: Hybrid, Westlake, United States

About the role

• 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

Benefits

• No immigration sponsorship provided