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Sequoia · 2 days ago

401k Compliance and Onboarding Specialist

Tempe

Full-time

Hybrid

Mid Level

3+ years exp

Sequoia is a strategic partner assisting investor-backed companies in achieving their business goals through smarter people spend. They are seeking a detail-oriented professional to join their 401(k) Multiple Employer Plan (MEP) team, focusing on ensuring compliance and providing a seamless onboarding experience for new clients.

Employee BenefitsHuman ResourcesMedical

Comp. & Benefits

Responsibilities

Assist in the execution and validation of annual compliance testing (e.g., ADP/ACP, top-heavy coverage) to maintain plan integrity

Maintain and update plan documents to reflect regulatory changes and client amendments

Monitor plan operations for compliance with ERISA, IRS, and DOL regulations

Support audit preparation and respond promptly to compliance inquiries

Lead and manage the end-to-end onboarding process for new MEP clients, ensuring timely and accurate setup

Collaborate with internal teams and external partners to gather required documentation and data

Develop and customize plan documents aligned with client objectives and regulatory standards

Educate clients on plan features, responsibilities, and key timelines to ensure understanding and compliance

Qualification

QKA certificationCompliance testingPlan document creationMicrosoft ExcelProject managementClient onboarding workflowsCommunication skillsOrganizational skillsTime-management skills