401(k) Plan Representative
Overview
In this role you deliver Plan Administration for ADP TS Client 401(k) plans and provide payroll-only support for client plans. You work closely with Clients, New Business, HR, and Payroll to build technical and compliance knowledge, ensuring timely transaction input to support satisfaction and retention. You assist the 401(k) Specialist and contribute to quarterly compliance tasks and year-end audits. This position offers exposure to retirement plan operations, regulatory considerations, and cross-functional collaboration within a large payroll services team. You will help shape accurate plan administration and client success through proactive processes and training.
ResponsibilitiesMaintain the Regional 401(k) Master Retirement Plan worksheet and report monthly to the RegionAssist in Year-End audits with the 401(k) Supervisor and Regional ControllerCompile and submit ADP 401(k) Prototype forms and update payroll systems for Prototype changesUpdate compliance coding on a quarterly basis for MEP and PrototypeProcess client changes on Payplus and Hrizon and ensure compliance with the 401(k) DivisionProcess changes in automated demographic-contribution files and audit transmission accuracyManage eligibility and participation coding for employees and use MEP Eligibility UtilityPrepare paperwork and update payroll systems for reporting in the 5500 (Prototype)Maintain client call records in Clarify and assist with record-keeping forms and online inputAssist with publication and distribution of 401(k) product updates and plan documentsAttend training to stay updated on laws and trends; maintain a 40-hour training agenda per fiscal yearHandle other related projects and duties as assignedTrack and report terminated clients to the Div. 401(k)Perform payroll audits for new client setups
Key requirementsAssociate in Business Administration or equivalent experience1+ year in general business administration or equivalent1-2 years of experience with qualified plansClient service skills (mandatory)Payroll experience and HR database familiarity (PeopleSoft, CSS Horizon) highly preferredPC literacyAbility to work collaboratively and manage multiple activities within service standardsBasic knowledge of ERISAPayroll experience and HR database experiencecollaborative mindsetstrong communicationprioritization and multitaskingPeopleSoftCSS HorizonClarify