Benefits Administrator - Retirement

• →Reconcile employee demographic and eligibility data between the payroll/HRIS system and the retirement plan recordkeeper each pay period.
• →Research data discrepancies to root cause and determine the correct value and the system of record.
• →Submit employee data corrections to Employee Services and track each item through completion and confirmation on the next scheduled feed.
• →Coordinate deferral, deduction, and loan repayment corrections with Payroll, including retroactive adjustments.
• →Reconcile employee deferrals, loan repayments, and employer contributions between payroll registers, funds remitted to the recordkeeper, and the general ledger.
• →Partner with Accounting on funding variances, journal entry requests, and month‑end close support.
• →Monitor payroll file feed transmissions, clear rejected and suspended records, and escalate recurring integration failures to the recordkeeper and HRIS team.
• →Verify timely remittance of employee contributions and document deposit timing for each pay cycle.
• →Monitor contributions against annual IRS deferral, catch‑up, annual additions, and compensation limits, and coordinate payroll stops or refunds as needed.
• →Maintain eligibility and plan entry tracking, including rehires, transfers between entities, and long‑term part‑time employees.
• →Reconcile forfeiture account activity and calculate employer match true‑ups.
• →Support annual compliance testing by preparing and validating the year‑end census and compensation data.
• →Coordinate the annual plan audit and the Form 5500 and 8955‑SSA filings, and reconcile trust statements to participant‑level records.
• →Prepare and distribute required participant notices and disclosures within regulatory deadlines.
• →Calculate and document plan corrections, including corrective contributions and lost earnings, for review by the plan’s advisors.
• →Serve as the escalation point for participant questions on enrollment, vesting, loans, hardship withdrawals, distributions, rollovers, beneficiaries, and QDROs.
• →Manage day‑to‑day recordkeeper and third‑party administrator relationships and hold vendors accountable to open items and service levels.
• →Support retirement plan integration for newly acquired companies, including plan mergers, asset transfers, and prior service crediting.
• →Maintain plan documents, amendments, participating employer records, and written desk procedures.
• →Maintain a correction log and report reconciliation status and data quality metrics to Total Rewards leadership.

• 3+ years of defined contribution retirement plan administration experience on the plan sponsor, recordkeeper, or third‑party administrator side.
• Demonstrated ability to reconcile employee data and contributions across payroll, recordkeeper, and general ledger systems.
• Strong working knowledge of the ERISA, IRS, and DOL requirements governing 401(k) plans, including contribution limits, eligibility and vesting, timely deposit rules, and required notices.
• Experience with an enterprise HRIS or payroll platform and at least one recordkeeper sponsor portal.
• Advanced Excel skills, including lookup functions, pivot tables, and record‑level comparison of large files.
• Experience supporting annual compliance testing, plan audits, and Form 5500 filings.
• Strong analytical and research skills, with the ability to interpret plan documents and regulatory guidance.
• Ability to manage competing deadlines across a fixed compliance calendar and a recurring payroll cycle.
• Effective communication skills for interacting with Payroll, Accounting, Employee Services, vendors, auditors, and employees.
• Bachelor’s degree in human resources, accounting, finance, or business, or an equivalent combination of education and related experience.
• Experience supporting the retirement plan components of M&A activity preferred.

• QKA, QKC, CEBS, CPC, or CRPS certification preferred but not required.
• Experience administering a plan across multiple EINs or a controlled group of participating employers.
• Hands‑on experience with the IRS and DOL voluntary correction programs, including corrective contribution and lost earnings calculations.
• Familiarity with SECURE 2.0 provisions, including long‑term part‑time eligibility and Roth treatment of catch‑up contributions.
• Comfortable with data tooling beyond Excel, such as Power Query, SQL, or Power BI.
• Highly organized with strong attention to detail and documentation discipline.
• Thorough, compliance‑focused, and reliable under time‑sensitive conditions.
• Treats a recurring exception as a process to fix upstream rather than a variance to rework each cycle.
• Collaborative, service‑oriented, and committed to supporting field and frontline teams.
• Demonstrates strong personal integrity and a high standard of professional ethics.

Location & TravelBased in Dallas, TX (preferred) or Tampa, FL, with minimal travel

CompensationCompetitive salary

Our ValuesAt Apex, we embrace a growth mindset, stay scrappy and collaborative, make fact-based decisions, and are committed to elevating skilled trades professionals across our network.