Retirement Plan Senior Analyst

Overview

Administer and analyze 401(k) and ESOP plans, ensuring compliance and supporting employees.

Key Responsibilities

• loan processing
• audit support
• data integrity
• plan analysis
• process improvement
• contribution processing

Tasks

-401(k) Loan Processing: Support and review 401(k) loan activities, ensuring compliance and managing the loan default process. -Employee Support and Education: Answering employee questions, resolving issues related to 401(k) contributions, and educating employees about plan features. -Audit Support: Support retirement compliance requirements, including annual ERISA plan audits, annual government disclosures/filings, Summary Plan Description, and non-discrimination testing. -Data Integrity and Security: Collaborate with IT, HRIS, payroll and third-party administrator to ensure accurate and secure data exchange. Audit and reconcile payroll data to identify discrepancies, correct errors and prevent compliance risks. -ESOP and 401(k) Plan Analysis: Conduct analysis regarding plan health and employee engagement. -Continuous Improvement: Identifying and recommending improvements to 401(k) plan processes and procedures. -ESOP and 401(k) Plan Support and Education: Support annual ESOP statements, diversification processes, educating employees about plan features, and other items relating to participant experience. -Compliance: Ensure compliance with ERISA, IRS, SECURE 2.0 and other relevant laws. -401(k) Administration and Oversight: Support daily operations related to contributions processing, ensuring timely and accurate payroll deductions, and reconciling data from various sources.

Requirements

• excel
• problem solving
• retirement admin
• 401(k) design
• communication
• bachelor's

What You Bring

-Proficient in Microsoft Excel -Ability to interpret complex data and identify solutions to problems. -A minimum of 3 years of experience in retirement plan administration (e.g. 401(k), 403(b)) -Working knowledge of 401(k) plan design and administration, with overall understanding of payroll file interfaces -Excellent communication skills, with the ability to explain complex concepts in a clear and concise manner -Strong attention to detail, and the ability to manage multiple tasks in a fast-paced environment -Bachelor’s degree in Business, Human Resources or related field

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About Mccarthy Building Companies, Inc.

-Evolved from a regional lumber business into one of America’s oldest privately held national builders. -Serves diverse sectors including energy, infrastructure, industrial, water, and marine with end-to-end construction services. -Known for tackling complex projects such as hospitals, labs, airports, and parking structures. -Features include blending traditional craftsmanship with modern design-phase innovation. -Balances large-scale capability with local expertise and deep community roots.

Sector Specialisms