401k Plan Specialist

About the role

Remote role or hybrid 3 days in office if a person lives in near Richardson, Dallas–Fort Worth, Austin or Portland Oregon.

Responsibilities

• Facilitate new employee 401k setup and plan enrollment across multiple legal entities and platforms, including ADP, Fidelity, and EPIC/Schwab
• Process, track, and upload participant election changes regarding contribution percentages or deferral types
• Oversee the end-to-end 401k loan tracking process, specifically monitoring participants who go on or return from leaves of absence
• Coordinate directly with third-party administrators (ADP, Fidelity, EPIC) to suspend loan payments or initiate loan reamortization, ensuring precise communication with the payroll team to maintain compliance and avoid coverage defaults
• Prepare and route specialized documentation, such as principal residence loans, that require manual plan administrator signatures
• Serve as the first line of contact for employee inquiries regarding 401k benefits, plan rules, and enrollment timelines
• Investigate and troubleshoot participant issues, including portal login difficulties and paycheck contribution/deduction discrepancies
• Assist with annual plan compliance requirements, including Non-Discrimination Testing (NDT) and fiscal year audits
• Collaborate with payroll and external consulting teams to extract, compile, and verify year-to-date census files, gross compensation metrics, and loan repayment totals
• Maintain active communication channels with designated account managers and client service teams across various retirement platforms
• Ensure that internal systems and intranet resources remain accurate with current year IRS limits and plan highlights

Knowledge/Skills/Competencies

• 5+ years of dedicated experience in retirement plan administration, HR benefits and payroll coordination
• Strong numerical proficiency and experience managing high-volume data arrays (including Excel tools like v-lookups and pivot tables)
• High attention to detail and a demonstrated capability to securely manage highly sensitive, confidential employee records
• Strong verbal and written communication and presentation skills; able to present and communicate ideas and facts in a clear and articulate manner to all levels of employees in the company
• Strong customer service and interpersonal skills; ability to empathize and respond to employee queries in a timely and effective manner
• Strong time management and organization skills; able to evaluate, manage and prioritize multiple highly complex and detailed tasks and projects at any given time
• Strong knowledge of computer applications and the ability to accurately perform tasks in the following applications: Excel, Word, PowerPoint, HRIS platforms (ADP preferred but not required)

Physical Demands

• Duties of this position are generally performed in good working conditions
• Occasional exposure to elements such as noise, dust, chemicals, operating machinery, temperature extremes, etc.
• Duties may require extended periods of sitting and sustained visual concentration on a computer monitor or on numbers and other detailed data
• Repetitive manual movements (e.g., data entry, using a computer mouse, using a calculator, etc.) are frequently required
• Occasional travel may be required

Salary

The stated range includes Base Salary and target Short-Term Incentive (STI) compensation only. A comprehensive benefits package is offered in addition to this range.

Salary range $75,000–$90,000.

The range described in this posting is an estimate by the Company, and may change based on several factors, including but not limited to a change in the duties covered by the job posting, or the credentials, experience or geographic jurisdiction of the successful candidate.