Retirement Plan Administrator – 401(k) Specialist

Apex Service Partners, LLC; Irving (TX); On-site; USD 65,000 - 75,000; Full time

Job summary

Apex Service Partners, LLC is seeking a Retirement Specialist to own the reconciliation of employee data between payroll and the 401(k) plan, ensuring accuracy, compliance, and timely contributions.

You will partner with Payroll, Accounting, and Employee Services, support annual testing, Form 5500 filings, and onboarding of acquired companies, while maintaining strict data quality and regulatory timelines.

Qualifications

• 3+ years of defined contribution retirement plan administration experience on sponsor/recordkeeper/TPA side.
• Ability to reconcile data across payroll, recordkeeper, and general ledger systems.
• Strong knowledge of ERISA, IRS, DOL requirements for 401(k) plans.
• Experience with HRIS/payroll platform and at least one recordkeeper portal.
• Advanced Excel skills including lookups, pivot tables, and large-file comparisons.
• Experience with annual compliance testing, plan audits, and Form 5500 filings.

Responsibilities

• Reconcile employee data between payroll/HRIS and recordkeeper each pay period.
• Research discrepancies to root cause and determine correct values.
• Submit data corrections to Employee Services and track completion.
• Coordinate deferral, deduction, and loan corrections with Payroll.
• Reconcile deferrals, loans, and employer contributions with GL and records.
• Partner with Accounting on funding variances and month-end close.
• Monitor payroll feeds and escalate recurring failures to teams.
• Verify timely remittance of contributions and document deposit timing.
• Support plan compliance testing, audits, and Form 5500 filings.
• Onboard acquired companies onto the plan and resolve integration data issues.

Skills

Retirement plan administration

ERISA knowledge

Advanced Excel

Payroll/HRIS data reconciliation

Form 5500 filings

Analytical problem-solving

Communication skills

Education

Bachelor’s degree in HR, accounting, finance, or business

Tools

Power BI

SQL

Job description

Apex Service Partners, LLC is seeking a Retirement Specialist to own the reconciliation of employee data between payroll and the 401(k) plan, ensuring accuracy, compliance, and timely contributions.

You will partner with Payroll, Accounting, and Employee Services, support annual testing, Form 5500 filings, and onboarding of acquired companies, while maintaining strict data quality and regulatory timelines.