Senior Benefits Administrator - 401(k)

AAON, Inc.Tulsa, OK
1dHybrid

About The Position

The Senior Benefit 401(k) Administrator is responsible for leading the administration, compliance, and governance of the company’s retirement savings plans. This position ensures accurate and efficient daily operations while maintaining full regulatory compliance with retirement plan laws and standards. The role serves as the primary subject matter expert for 401(k) programs and partners with leadership to support strategic plan design and retirement readiness initiatives. This position contributes to department objectives by optimizing processes, enhancing participant experience, and ensuring the integrity of plan operations.

Requirements

  • Requires a Bachelor’s degree in Human Resources, Business Administration, Finance, or a related field; 7+ years of experience in retirement plan administration, including significant experience with regulatory compliance, plan audits, and annual filing requirements, or any combination of education and experience which would provide an equivalent background.
  • Strong knowledge of employee benefit, tax, and labor regulations governing retirement savings plans.
  • Ability to interpret and apply regulatory requirements to ensure accurate plan administration.
  • Strong analytical and problem‑solving skills with a high level of attention to detail.
  • Excellent communication and interpersonal skills to support and educate plan participants.
  • Ability to manage multiple priorities and deadlines in a fast‑paced environment.
  • Strong organizational skills and the ability to maintain accurate records.
  • Ability to work in a standard office environment with extended periods of sitting and computer use.
  • Regular communication with employees, vendors, and internal partners.
  • Ability to review detailed reports, financial data, and compliance documents.
  • Ability to manage multiple tasks with frequent interruptions.
  • Occasional need to lift or move materials up to 10 lbs
  • Performs all tasks in an office-based or hybrid work setting.
  • Work involves frequent interaction with employees, HR staff, and external plan partners.
  • Requires adherence to organizational policies, confidentiality standards, and compliance protocols.
  • Minimal exposure to environmental or safety hazards.

Nice To Haves

  • ASPA, CEBS, or related certification preferred.

Responsibilities

  • Oversees daily administration of the 401(k) plan, including enrollments, contributions, distributions, loans, domestic relations orders, and required communications.
  • Ensures adherence to retirement plan regulations, including those governed by employee benefit, tax, and labor laws; reviews and files annual compliance documents.
  • Serves as the primary contact for third‑party administrators, plan recordkeepers, and investment partners; monitors service levels and resolves escalated issues.
  • Partners with Finance and other departments to support plan audits and required compliance testing.
  • Provides advanced guidance to employees regarding plan features, retirement planning resources, and investment education.
  • Identifies, recommends, and implements improvements to enhance accuracy, efficiency, and participant experience.
  • Maintains plan documents, internal procedures, and summary materials; ensures timely updates and distribution.
  • Facilitates and/or leads retirement plan committee meetings and prepares updates for leadership.
  • Reviews plan financial reporting and ensures timely remediation of corrections with required agencies.
  • Maintains accurate records of authorized plan representatives and ensures proper internal controls.
  • Performs other duties as assigned.
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