Senior 401(k) & Retirement Plan Administrator

Patriot Advertising Sourcing Solutions; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

The Senior Analyst of Retirement Planning will design, administer, and govern the Company's qualified and non-qualified retirement programs, focusing on the 401(k) Plan and profit-sharing arrangements. You will ensure compliance with ERISA, IRS, DOL, and related regulations while communicating complex retirement concepts to employees at all levels.

Responsibilities include data integration with Payroll and HRIS, performing reconciliations, supporting Workday customization, preparing Form 5500

Qualifications

• 5+ years of progressively responsible experience administering large/complex 401(k) plans.
• Bachelor's degree in HR, Finance, Accounting, Business, or related field.
• Strong knowledge of ERISA, the Internal Revenue Code, IRS and DOL requirements for qualified defined contribution plans.
• Experience with 401(k) plan operations, compliance testing, payroll and contributions reconciliations.
• Excellent written and verbal communication to explain complex retirement plan provisions.

Responsibilities

• Administer defined contribution retirement programs including 401(k) and profit-sharing.
• Ensure compliance with ERISA, IRS, DOL, and other regulations.
• Coordinate with Payroll and HRIS for accurate retirement data integration.
• Assist with payroll deductions reconciliations and plan funding data.
• Review reports and ensure accurate enrollments, deferrals, eligibility, and contributions.
• Support Workday implementation and optimization for retirement planning.
• Monitor eligibility and dates for 401(k) and profit-sharing entries.
• Coordinate executive deferred compensation administration and inquiries.
• Prepare Form 5500 filings and related disclosures.
• Analyze plan data and develop recurring and ad hoc management reports.

Skills

401(k) administration

Excel

Data analysis

Regulatory compliance

Communication

Project management

Education

Bachelor's degree in HR, Finance, Accounting, or related field

Tools

Workday

HRIS

Payroll systems

Job description

The Senior Analyst of Retirement Planning will design, administer, and govern the Company's qualified and non-qualified retirement programs, focusing on the 401(k) Plan and profit-sharing arrangements. You will ensure compliance with ERISA, IRS, DOL, and related regulations while communicating complex retirement concepts to employees at all levels.

Responsibilities include data integration with Payroll and HRIS, performing reconciliations, supporting Workday customization, preparing Form 5500