401k Manager - PEO

OneDigital•Rockwall, TX

1d•Hybrid

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: Our Opportunity The 401(k) Manager oversees all aspects of 401(k) retirement plan administration for Resourcing Edge and client-sponsored plans. This includes ensuring that all employees are enrolled in the plan, managing contributions from both the employer and employee side, and making sure that the investments offered through the plan are properly allocated and managed. This role ensures accurate plan operations, regulatory compliance, exceptional service to clients and participants, and alignment with industry best practices. This is a hybrid position based out of our regional office in Phoenix, AZ

Requirements

Bachelor’s degree in HR, Business, Accounting, Finance, or related field.
5–8 years of 401(k) administration or retirement plan management experience.
Strong knowledge of ERISA, IRS, DOL regulations.
Excellent organizational and communication skills.
Proficiency with payroll/benefits systems.

Nice To Haves

Certifications: QKA, QPA, CEBS preferred
PEO or multi-employer plan experience preferred

Responsibilities

Partner with the sales team to provide Client Interest forms to 401k provider
Partner with Implementation and Client coordinating with 401k provider
Track client interest forms and attend advisor/client meetings
Work with clients and providers to set up new retirement plans
Assist employees with retirement questions
Work with auditors to provide requested data to complete the annual audit
Work with retirement provider to assist with annual testing
Review data entry changes made to the payroll system
QC all changes
Reconcile and remit weekly 401(k) contributions
Assist terminated clients with plan transfers
Attend quarterly Investment Committee meetings
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.