Senior 401(k) & Retirement Plan Specialist

patriot-advertising; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Patriot Advertising is seeking a Senior Analyst of Retirement Planning to design, administer, and continually improve the company's 401(k) and profit-sharing programs. The role requires deep 401(k) administration experience, strong analytical skills, and clear communication of complex retirement concepts to employees at all levels.

You will ensure ERISA compliance, coordinate with Payroll/HRIS, support Workday implementation, and prepare Form 5500 filings.

Qualifications

• 5+ years of progressively responsible experience administering large and/or complex 401(k) plans.
• Bachelor's degree in human resources, Finance, Accounting, Business, or a related field.
• Strong working knowledge of ERISA, the Internal Revenue Code, IRS and DOL requirements, and regulations applicable to qualified defined contribution retirement plans.
• Demonstrated experience with 401(k) plan operations, compliance testing, payroll and contribution reconciliations, participant eligibility, and recordkeeper or third-party administrator coordination.
• Strong analytical and creative problem-solving skills, with the ability to independently investigate complex issues, identify root causes, evaluate alternatives, and drive issues to resolution.
• Excellent written and verbal communication skills, including the ability to explain complex retirement plan provisions and technical concepts clearly to employees, leaders, and business partners at all levels.
• Detail-oriented and demonstrated commitment to completing assigned responsibilities with a high level of accuracy and timeliness.
• Advanced proficiency with Microsoft Excel and strong proficiency with Microsoft Office applications; experience working with large data sets, reconciliations, lookups, pivot tables, and data analysis.
• Strong attention to detail and demonstrated commitment to completing responsibilities with a high level of accuracy, timeliness, and documentation.
• Ability to effectively prioritize competing tasks and manage multiple projects simultaneously while maintaining quality and meeting deadlines.
• Ability to exercise sound judgment and discretion when handling sensitive, confidential, and personally identifiable information.

Responsibilities

• Administer 401(k) and profit-sharing programs per plan documents and regulatory requirements.
• Ensure compliance with ERISA, IRC, IRS and DOL requirements.
• Coordinate with Payroll and HRIS for accurate data integration.
• Assist with payroll deductions, employer contributions, and plan funding reconciliations.
• Review reports and confirm enrollments, deferrals, eligibility, contributions, and participant transactions.
• Support Workday implementation and optimization for retirement planning.
• Monitor participant eligibility and entry dates for 401(k) and profit-sharing plans.
• Coordinate administration of executive non-qualified deferred compensation.
• Prepare annual Form 5500 filings and required disclosures.
• Analyze plan data and trends; develop recurring and ad hoc reports for management.
• Identify opportunities to improve plan administration, controls, and data quality.
• Assist with communications, SPDs, notices, and other plan-related content.

Skills

Analytical thinking

Communication skills

Excel proficiency

Data analysis

Problem solving

Attention to detail

Discretion and confidentiality

Education

Bachelor's degree in HR/Finance/Accounting/Business or related field

Tools

Workday

Job description

Patriot Advertising is seeking a Senior Analyst of Retirement Planning to design, administer, and continually improve the company's 401(k) and profit-sharing programs. The role requires deep 401(k) administration experience, strong analytical skills, and clear communication of complex retirement concepts to employees at all levels.

You will ensure ERISA compliance, coordinate with Payroll/HRIS, support Workday implementation, and prepare Form 5500 filings.