Plan Specialist

Position: 401k Plan Specialist
08 - HR Compliance Specialist

Req

Hiring Manager:
Rebecca Woods

Band: 08

Region:
Americas

Country: USA

State/Province:
Texas

City:  Richardson

** Summary*
* *
* Location:

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

The 401k Compliance Specialist provides comprehensive administrative and operational support for the administration of the company's various US 401k retirement plans. This role serves as a primary contact for plan participants, coordinates updates with multiple third-party recordkeepers, and ensures seamless alignment between benefits data and payroll processing.

** Detailed Description*
* Participant Setup & Contribution Management:

- 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

** Loan Management & Reamortization:*
* - 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

** Employee Support & Inquiry Resolution:*
* - 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

** Audit & Compliance Support:*
* - 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

** Vendor and Portal Coordination:*
* + 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

- Very high level of attention to detail and accuracy

- 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…