Sr Analyst - Retirement Planning - 2610003140

Patriot Advertising Sourcing Solutions; Houston (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

Patriot Advertising Sourcing Solutions in Houston seeks a Senior Analyst of Retirement Planning to design, administer, and continually improve the 401(k) and profit-sharing programs, ensuring compliance with ERISA and related regulations. You will communicate complex retirement concepts clearly to employees and coordinate with Payroll/HRIS for data integrity.

The role includes supporting Workday initiatives, preparing Form 5500 filings, and delivering analytics and reports on plan participation,

Qualifications

• 5+ years administering large/complex 401(k) plans.
• Bachelor's degree in a related field.
• Strong knowledge of ERISA, IRC, IRS and DOL requirements.
• Experience with 401(k) operations, compliance testing, reconciliations.
• Ability to explain retirement concepts clearly to all levels.
• Detail-oriented with accuracy and timeliness.

Responsibilities

• Administer and support defined contribution retirement programs (401(k) and profit-sharing).
• Ensure compliance with ERISA, IRC, IRS and DOL requirements.
• Coordinate with Payroll and HRIS to integrate retirement plan data.
• Assist with payroll and contributions reconciliations and data validation.
• Review reports and ensure accurate processing of enrollments and deferrals.
• Support Workday implementation for retirement planning.
• Monitor eligibility and entry dates for plans.
• Administer executive non-qualified deferred compensation program.
• Coordinate Form 5500 filing and related disclosures.
• Analyze plan data and create recurring/adhoc reports.
• Identify opportunities to improve plan administration and employee experience.
• Assist with communications, SPDs, notices and plan content.
• Perform special projects and analyses as assigned.

Skills

Analytical thinking

Communication skills

Detail-oriented

Multi-tasking

Problem-solving

Education

Bachelor's degree in HR/Finance/Accounting/Business

Tools

Excel

Workday

Job description

The Senior Analyst of Retirement Planning is responsible for designing, administering, ensuring compliance with, governing, and continually improving the Company's qualified and non-qualified retirement programs, with primary responsibility for the 401(k) Plan and profit-sharing arrangements. The ideal candidate brings significant 401(k) administration experience, strong analytical and problem-solving skills, sound judgment, and the ability to communicate complex retirement plan concepts clearly to employees at all levels.

Key Responsibilities:

• Administer and support the Company's defined contribution retirement programs, including the 401(k) Plan and profit-sharing plans, in accordance with plan documents and applicable legal and regulatory requirements.
• Ensure retirement plans are administered in compliance with ERISA, the Internal Revenue Code, IRS and U.S. Department of Labor requirements, and other applicable federal, state, and local regulations.
• Coordinate closely with Payroll and HRIS to ensure accurate integration of retirement plan data with employee wages, compensation, eligibility, deductions, and employer contributions.
• Assist with reconciliation of payroll deductions, employer contributions, plan funding requirements, and participation data.
• Review weekly, monthly, quarterly, and annual reports, interfaces, and exception files to confirm enrollments, deferral elections, eligibility, contributions, and participant transactions are processed accurately and in accordance with plan provisions.
• Support Workday implementation and optimization for retirement planning function.
• Monitor participant eligibility and calculate or validate 401(k) and profit-sharing entry dates, as required, based on applicable plan provisions and employee data.
• Support administration of the Company's executive non-qualified deferred compensation plan, including elections, contributions, distributions, participant inquiries, data validation, and vendor coordination.
• Coordinate and support preparation of the annual Form 5500 filing, schedules, required disclosures and notices, and responses to related information requests.
• Analyze plan data and trends, including participation, deferral rates, contribution levels, utilization, demographics, transaction activity, and other plan metrics; develop recurring and ad hoc reporting for management.
• Identify opportunities to enhance plan administration, controls, employee experience, communications, automation, data quality, and operational efficiency.
• Assist with employee and retirement plan communications, education materials, SPDs, required notices, and other plan-related content.
  Perform special projects, analyses, and other retirement plan responsibilities as assigned.

Requirements:

Education and/or Experience, Knowledge, Skills & Abilities:

• 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.
  

Preferred Qualifications:

• Bachelor's degree in human resources, Finance, Accounting, Business, or a related field.
• Workday experience.
• Experience supporting non-qualified deferred compensation plans.
• Experience with retirement plan audits, Form 5500 preparation, plan governance, and operational correction processes.
  Experience in a large, multi-entity, or complex payroll and HRIS environment.
  

Working Conditions:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

• Usually, normal office working conditions.
• Must be able to remain in a stationary position 50% of the time due to prolonged periods of sitting or standing.
• Occasional overnight travel may be required.
• Occasional visits to industrial/manufacturing settings, which may include exposure to various materials and chemicals, as well as extreme temperature conditions and loud machinery, and require appropriate personal protective equipment.

An equal opportunity employer/disability/vet

Is an equal opportunity employer and does not discriminate against qualified applicants on the basis of actual or perceived race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law.

The nature and frequency of the above working conditions and requirements may vary depending on individual operational circumstances. Where feasible, the Partnership will make reasonable accommodations to qualified individuals with disabilities to enable them to perform the essential functions of the job.

DISCLAIMER: The statements listed in this job posting, which are subject to change, are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.