401(k) Plan Specialist

Client Contact:

• →Respond to inquiries from MEP participants.
• →Acts a primary contact for day to day record-keeping matters with an emphasis on first-call resolution for items relating to Plan compliance, systems and processes.

System Updates:

• →Respond to inquiries regarding 401(k) technical, product, and compliance questions by researching and resolving issues.
• →Troubleshoot participant issues requiring a full working knowledge of desktop tools and resources including ADP and Voya systems and the business processes that support them.
• →Analyze compliance test results and Plan documents for adherence to applicable rules and regulations.
• →Instruct clients on options available to correct failed (nondiscrimination) tests.
• →Ensure department adherence to daily schedule to support call volumes for inbound participant related calls.
• →Maintain flexibility to handle increases in daily phone volumes during peak calling times.
• →Assists associates with questions and escalated calls, follows through on required research

• Bachelor's degree preferred with a concentration in: Business, HR, or related field
• Years of directly related experience: 3-5 years

Preference will be given to candidates who have the following:

• CEBS/ASPPA or other pension certification is a plus