Senior 401(k) & Retirement Planning Specialist

Patriot Advertising Sourcing Solutions; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Patriot Advertising Sourcing Solutions is seeking a Senior Analyst of Retirement Planning to design, administer, and govern qualified and non-qualified retirement programs, with primary responsibility for the 401(k) Plan and profit-sharing arrangements.

The ideal candidate has extensive 401(k) administration experience, strong analytical and communication skills, and the ability to explain complex retirement plan concepts clearly to employees at all levels.

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.
• Experience with 401(k) plan operations, compliance testing, payroll and contribution reconciliations.
• Strong analytical and creative problem-solving skills.
• Excellent written and verbal communication skills.
• Detail-oriented with high accuracy and timeliness.
• Advanced Excel and strong Office applications; large data sets experience.
• Ability to prioritize tasks and manage multiple projects.
• Ability to handle sensitive information with discretion.

Responsibilities

• Administer and support defined contribution retirement programs including the 401(k) and profit-sharing plans.
• Ensure compliance with ERISA, IRC, IRS and DOL requirements and related regulations.
• Coordinate with Payroll and HRIS for data integration of retirement plan data.
• Assist with reconciliation of payroll deductions, employer contributions, and plan funding.
• Review reports to confirm enrollments, deferrals, eligibility, and contributions.
• Support Workday implementation and optimization for retirement planning.
• Monitor eligibility and entry dates for 401(k) and profit-sharing plans.
• Assist with executive non-qualified deferred compensation plan administration.
• Coordinate Form 5500 filing and related disclosures.
• Analyze plan data and develop management reports and metrics.
• Identify opportunities to enhance administration, controls, and efficiency.
• Assist with plan communications, SPDs, notices, and related content.
• Perform special projects and analyses as assigned.

Skills

Analytical skills

Problem-solving

Communication

Attention to detail

Data analysis

Excel

Office proficiency

Education

Bachelor's degree in human resources, Finance, Accounting, Business, or a related field

Tools

Workday

Job description

Patriot Advertising Sourcing Solutions is seeking a Senior Analyst of Retirement Planning to design, administer, and govern qualified and non-qualified retirement programs, with primary responsibility for the 401(k) Plan and profit-sharing arrangements.

The ideal candidate has extensive 401(k) administration experience, strong analytical and communication skills, and the ability to explain complex retirement plan concepts clearly to employees at all levels.