401(k) Coordinator
About The Position
The 401(k) Coordinator will oversee the day-to-day management of pooled employer plans (PEP), including contributions, compliance testing, plan design consultation, and documentation. The role involves regular communication with clients, plan participants, and other stakeholders to address inquiries and ensure compliance with regulatory requirements. Attention to detail, a thorough understanding of retirement plan laws and regulations, and exceptional organizational skills are essential for success in this role. This is a full-time on-site role, based in Phoenix, AZ.
Requirements
- Knowledge of 401(k) administration, plan design consultation, and compliance testing
- Knowledge of retirement plan laws, regulations, and applicable legal requirements is desired
- Exceptional organizational and detail-oriented skills, with the ability to manage multiple assignments and deadlines
- Interpersonal skills to effectively collaborate with clients, plan participants, and coworkers
- Proficiency in using PrismHR, iSolved payroll software and technology for reporting, plan management, and administrative tasks is desired
- Experience in the financial, human resources, or benefits administration industry is a bonus
Responsibilities
- Work directly with clients to manage all client sponsored 401k plan administration
- Support 401k Manager, as needed, to provide support for Resourcing Edge 401k plan administration
- Partner with Implementation and Client coordinating with 401k provider
- Work with clients and providers to set up new retirement plans
- Assist employees with retirement questions
- Review data entry changes made to the payroll system
- QC all changes
- Assist terminated clients with plan transfers
- Work with our internal teams to answer client and employee questions
- Work with data processing team, Ben Reps or Implementation for client sponsored plan set up and SOP’s on how to manage plan
- Other duties as appropriate to the objectives of the role and goals of Resourcing Edge
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
