Seeking a data and systems focused 401(k) Retirement Administrator to work on a large, complicated plan with about 15K employees from over 300 companies. Our firm has a reputation for service, quality, and expertise in the design, implementation and ongoing administration of retirement plans.

Responsibilities and Duties :

Consulting

• Keep Client apprised of Legislative actions affecting qualified plans
• Provide timely updates on annual compliance services
• Coordinate with Financial Advisor and Recordkeeper to investigate, prepare and present plan changes
• Work with client staff to identify and test modifications to programs for payroll, payroll integration, demographic data uploads resulting from regulatory changes, conversions, payroll modifications
• Consult with client legal and ERISA council concerning Plan changes, error identification and correction, and DOL/IRS audits

General Data Processing

• Review/correct demographic upload errors
• Assist client with payroll uploads
• Assist client with Service Requests to correct SSNs, research vesting questions, etc.
• Prepare files to upload late deposit corrections
• Calculate and prepare files to upload missed deferral opportunities

Annual Compliance and Administration

• Review Processing Guide files covering Data Loading, Controlled Group Analysis, and Top Heavy
• Reconciliation of compensation and contributions
• Determination of pre-entry compensation
• Calculation of Match true-up
• Separate 402(g) excess for each participant by company
• Run HCE determinations and ADP/ACP testing, including review of whether aggregated or disaggregated method provides best result. (Initial correction will always be QNEC)

Qualification/Requirements:

• Four year college degree in Business Administration with a focus in Accounting, Mathematics, Finance and/or Economics
• 2-5 years experience in retirement industry, with a strong focus in data and system management
• Proficiency with Microsoft Office and Adobe Acrobat software
• Acute attention to detail, accuracy and quality of work
• Strong math and research skills
• Excellent written and verbal communication skills
• Strong interpersonal and customer service skills
• Ability to work independently and also collaborate as part of a team
• Effective time management, project management and organizational skills

We provide competitive compensation and benefits. We also provide a team oriented work environment with oversight and review of all work performed. The accuracy and quality of our work is dependent on our collective attention to detail. A detail-oriented approach to problem solving and service execution is required.

Ideally looking for a candidate in Orange County area, but will consider qualified candidates for remote work.