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The Retirement - 401(k) Plan Coordinator will focus on administration of AdvanStaff’s multiple employer plan as well as providing information and administrative support for individual client sponsored plans.
AdvanStaff Sponsored Multiple Employer Plan Duties
Newly Adopting Client Plan Set-Up
Run Censuses for New Potential Adopters
Daily Deferral Review through Data Bridge
Loan Sign-Off and review
Weekly Deposits to trustee
Annual Audit Prep and Review
Annual True-Up Entry and Deposit
Annual Administrative Fee Entry
Coordination with Payroll Coordinator on Deferral
Changes and Suppressions
Support to Employees Through Phone and Email
Assist Employees to Navigate the Employee Web Portal and Slavic (Plan Provider) Site
Outside Plan Duties
Plan Set-Up in Systems
Initial Contributions Entry
Maintenance of Plans After Set Up
Generation of Year End Reports
Management of Deferral Changes
Management of Semi-Monthly and Monthly Deposits
Setting Up New Loans
Education :
Bachelor’s preferred, but lesser degree and / or combination of experience will be considered depending upon background and qualifications.
Experience :
4+ years of related experience is preferred, but not required
Knowledge :
Working knowledge of MS Office Suite
Advanced Excel
Application of math and formulas
Proven Self-Starter
Effective and accurate communication via email and phone
Superior Organization Skills
Ability to shift priorities effectively
Other :
Must be able to sit or stand at a computer for multiple hours each day
The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.