Job Listings

Sr. Benefits- Corporate 401k Specialist

Principal Responsibilities

  • Analyze annual or mid-year census information from clients and complete annual nondiscrimination testing requirements that may include but not limited to:
    • Determine eligibility provisions have been calculated correctly.
    • Calculate and prepare proposals for year-end or true-up employer allocations.
    • Perform required testing such as Coverage, Compensation Nondiscrimination, General Nondiscrimination
    • Ensure IRS and plan limits are not exceeded by participants and clients.
  • Perform complex annual nondiscrimination testing to include but not limited to new comparability allocations, integrated allocations, and average benefit testing.
  • Ability to read and interpret plan document.
  • Prepare Form 5500 and reporting
  • Provide compliance testing and reporting support to internal and external partners.
  • Identify and recognize any compliance issues that arise from a plan’s testing and reporting process and analyze and recommend corrective action.
  • Perform other compliance duties as required or assigned.

Essential Requirements

  • Ability to operate the following:
    • PC, calculator, copy / scan machine, telephone
  • Ability to work with the following software:
    • Excel, Access,
  • Possess the following skills:
    • Ability to work both independently and in a team environment.
    • Ability to meet regulatory deadlines as well as team and personal goals.
    • Strong attention to detail, problem solving, and analytical skills.
    • Ability to handle multiple projects and prioritize workload.
    • Excellent communication skills, both written and verbal.
    • Able to react to change productively.
  • Bachelors Degree in Human Resources, Accounting or Finance
  • 7+ years of experience with 401k benefit administration