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Grants Pass, OR

497 Union Ave., Grants Pass, Oregon 97527

Medford, OR

3523 Arrowhead Drive, Suite 100, Medford, Oregon 97504

Job Details

401K Plan Administrator November 20, 2024

14338388

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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