100 applicants

Company

Guideline · 1 day ago

401(k) Compliance Administrator

United States

Full-time

Remote

Mid, Senior Level

$92K/yr - $110K/yr

6+ years exp

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Responsibilities

Resolve data discrepancies for assigned caseload of plans to unblock Form 5500 filing automation, including reconciling conversion plan assets when needed.

Accountable to ensure all regulatory deadlines are met for assigned caseload while also embracing a one team approach and contributing to overall team success.

Support customers and plan auditors for our largest plans via email and phone

Consistently meet SLAs such as average ticket volume, CSAT, TRES and TFIR

Investigate complex problems and find creative solutions involving Form 5500 series, 5330 and 8955-SSA

Recommend solutions for continuous improvement for filings and annual plan compliance workflows, product and business systems.

Continuously look for ways to scale efficiently.

Partner effectively with cross-functional teams to solve problems.

Work with Product & Engineering teams to identify opportunities for product enhancement.

Seek guidance from the Legal & Compliance team to ensure solutions are compliant with 401(k) regulations.

Collaborate with Customer Relationship Management team to address inbound questions and provide proactive communications to customers.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

401(k) compliance testingForm 5500 preparationProcess improvementSalesforceJiraConfluenceTechnological savvinessMergersAcquisitions knowledge

Required

Bachelor degree

6-10 years of experience performing annual compliance testing (410(b) coverage, ADP/ACP, 415, Top Heavy) and preparation of Forms 5500, 5330 and 8955-SSA.

Has working knowledge of the complexities of mergers and acquisitions as they relate to testing and Form 5500 preparation.

Comfortable with client contact

Demonstrated ability to solve problems creatively with an eye toward, and a passion for, process improvement.

Able to spot opportunities for product or process automation

Team player who collaborates well with people from different functions with different perspectives

An exceptional verbal and oral communicator, comfortable collaborating on cross-functional projects

Ability to quickly learn and adapt to new programs and tools

Technological savviness.

Prior experience with Salesforce, Jira and Confluence or similar technologies.

Benefits

Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar

401(k) with matching contributions — We use our own platform and match 100% of the first 3% contributed, and 50% of the next 2% (for a max employer contribution of 4%)

100% employer-paid healthcare, vision, and dental insurance for employees and 70% coverage for dependents

Opt-out credit if all three plans are waived

Eligibility to participate in Health Savings Account and Flexible Spending Accounts

Disability and life insurance options

Mental health benefits, including therapy and coaching through Modern Health, for employees and their dependents

Paid parental leave for birthing and non-birthing parents

1 - month Sabbatical after 5 years of employment

Annual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per year.