Job Description

Retirement - 401(k) Plan Coordinator

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.

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