401(k) Coordinator

OneDigital•Phoenix, AZ

5d•Onsite

About The Position

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Our Newest Opportunity: Role Description 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