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Senior Specialist, 401(k) Recordkeeping

2 months ago

Dallas, United States SmartHR, LLC Full time $55,000 - $75,000
Job DescriptionJob Description

T Bank N.A. has partnered with SmartHR in thier search for a Senior Specialist, 401(k) Recordkeeping.


TBank is a national bank and trust that is part of Tectonic Financial, a Texas-based financial services group. We are currently seeking a team member for our growing Participant Directed Plan Division.

Our group has experienced sustained, stable growth, and offers competitive compensation and benefits, as well as a supportive and collaborative environment evidenced by the long tenure of many of our employees.

As a Senior Specialist in 401(k) Recordkeeping, you will play a critical role in supporting the administration and management of our clients' retirement plans. This position requires a high level of technical expertise, attention to detail, and a commitment to ensuring accuracy and compliance with regulatory requirements. You will be responsible for performing complex recordkeeping tasks, resolving escalated issues, and providing guidance to less experienced team members.


Responsibilities:

  • Perform advanced recordkeeping tasks, including processing contributions, distributions, loans, and other transactions in accordance with plan documents and regulatory requirements.
  • Review and reconcile participant accounts, ensuring accuracy and integrity of data and transactions.
  • Investigate and resolve complex participant inquiries and discrepancies related to account balances, transactions, and plan provisions.
  • Assist in ensuring compliance with all applicable laws, regulations, and internal policies governing 401(k) plans, including IRS and DOL requirements.
  • Support the preparation and distribution of required participant communications, notices, and disclosures.
  • Generate and review periodic reports, statements, and filings to ensure accuracy and completeness.
  • Serve as a subject matter expert and provide guidance to less experienced team members on recordkeeping processes, procedures, and regulations.
  • Assist in addressing client inquiries, escalations, and requests for assistance, providing timely and accurate responses.
  • Collaborate with other internal teams to ensure effective communication and resolution of client issues.
  • Identify opportunities to streamline recordkeeping processes, improve efficiency, and enhance service quality.
  • Participate in initiatives to implement system enhancements, automation tools, or workflow improvements to optimize recordkeeping operations.
  • Share insights and recommendations for process enhancements based on experience and industry best practices.

Qualifications:

  • Bachelor's degree in business, finance, accounting, or a related field preferred.
  • Relevant certifications (e.g., Certified Employee Benefits Specialist, Retirement Plans Associate) preferred.
  • Several years of experience in retirement plan administration, with a focus on 401(k) recordkeeping.
  • In-depth knowledge of retirement plan regulations, including ERISA, IRS, and DOL requirements.
  • Strong analytical skills with the ability to interpret and apply plan documents, regulations, and policies.
  • Excellent attention to detail and accuracy in performing recordkeeping tasks and reconciliations.
  • Effective communication skills, both written and verbal, with the ability to interact professionally with clients and colleagues.
  • Proficiency in recordkeeping systems (RELIUS), Microsoft Excel, and other relevant software applications.

Joining our team as a Senior Specialist in 401(k) Recordkeeping offers an exciting opportunity to contribute to the success of our clients' retirement plans and to further develop your expertise in this dynamic field. If you are a self-motivated professional with a passion for accuracy, compliance, and client service, we invite you to apply and become an integral part of our team.


If given an offer of employment, you must be willing to consent to a background check, credit check, and/or employment and/or education verification relevant to the role.



Job Posted by ApplicantPro