Retirement Plan Specialist

1 week ago

Lexington, Kentucky, United States Gray Construction Full time
{"Overview": "At Gray Construction, we are seeking a highly skilled Retirement Specialist to join our team in Lexington, Kentucky. As a key member of our benefits team, you will be responsible for the administration of our 401K and Employee Stock Ownership Plan (ESOP) programs.

Responsibilities:

* Set up new hires for the Gray Retirement Savings plan (401k), including accurate data entry, data uploads, and follow-up with team members until enrollment is complete.
* Process weekly files for 401k contributions.
* Complete quarterly self-audits of 401k contributions.
* Assist with 401k mergers for newly acquired companies.
* Process Qualified Domestic Relations Orders (QDROs).
* Manage Retirement Savings plan voluntary corrections as needed.
* Assist with annual non-discrimination testing.
* Resolve team member inquiries regarding the 401k and Gray ESOP timely and with thorough research and documentation.
* Assist with annual census compilation, including requesting census in specific format from all of Gray's various sister companies, reformatting as needed, and combining to create one final census file for auditors.
* Assist with the annual 401k and ESOP audits, including gathering information requested by the auditors, requesting documents from various departments/outside organizations, and uploading items on secure audit site.
* Complete annual mailings for the 401k and ESOP (required notices, ESOP statements, and new entrant packets, etc.).
* Manage annual ESOP distributions and diversifications process.
* Main point of contact with 401k and ESOP counsel, third-party administrators & custodian.
* Responsible for creating and maintaining data points/charts/graphs in relation to the ESOP.
* Manage plan documents, summary plan descriptions, etc.
* Assist in annual filing of 5500s for the 401k and ESOP.
* Responsible for team member ESOP and 401k education and training.
* Maintain ESOP administration timeline to ensure all deadlines are met.
* Maintain strict confidentiality of team members' personal information.", "Requirements": "The successful candidate will have a bachelor's degree from a four-year college or university and a minimum four years related experience and/or training in retirement plans, benefits, finance, or human resources, or an equivalent combination of education and experience. Advanced Excel skills are required. The new team member should be an energetic, self-motivated individual who enjoys a team environment, as well as a passion for collaboration and professional development. If you are a high achiever striving to exceed expectations in a fast-paced innovative company, then Gray is the place for you.", "Disclaimer": "Gray is proud to be an Equal Opportunity Employer and welcomes everyone to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability.", "Language": "en-US"}

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