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Grants Pass, OR

414 Northeast E Street, Suite A, Grants Pass, Oregon 97526

Medford, OR

3523 Arrowhead Drive, Suite 100, Medford, Oregon 97504

Job Details

401K Plan Administrator November 20, 2024

L722

Located in Medford, OR

Pay: $21-$24

Job Full Description

Express Employment Professionals is searching for a 401K Plan Administrator! Are you seeking a challenging and rewarding career? Do you want to work in a clean, safe, and enjoyable environment? If so, we have the perfect opportunity for you!

This is for a local retirement company specializing in providing third-party administration (TPA) services for employers of all sizes. We collaborate with business owners to design, implement, and administer 401(k) Profit Sharing Plans.

Position Overview: As a 401(k) Plan Administrator, you will be responsible for preparing annual reports, tracking deadlines, interpreting and reviewing plan documents, and developing positive working relationships with coworkers, clients, and advisors. Approximately 70% of your duties will involve data collection, accounting, and administrative tasks, while the remaining 30% will focus on client communication through phone, email, and occasional in-person meetings.

Job Type: Full-time

Responsibilities:

  • Scrubbing census data and determining eligibility
  • Conducting compliance testing, including HCE/Key determination, Top Heavy, ADP/ACP, 410(b), 401(a)(4), and 415
  • Calculating contribution allocations
  • Performing self-employment income calculations
  • Reconciling plan trust assets
  • Completing annual valuation reports
  • Preparing required government filings, including Form 5500 series

Qualifications:

  • Willingness to learn and grow
  • Experience in accounting or finance
  • Excellent client service and communication skills
  • Strong organizational skills and attention to detail
  • Proficiency in Excel, Word, Outlook, and Adobe
  • Ability to work both independently and as part of a team

Compensation:

  • Pay: $21.00 - $24.00 per hour

 

Medford, OR
1951
3523 Arrowhead Drive
Suite 100
Medford, OR 97504

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