Retirement Benefits, Assistant

• Weekly 401(k) filing
• Process Compensation Reduction Agreements on HRIS and verify correct form and accuracy of information submitted by the participant
• Audit biweekly Payroll changes
• Bi-weekly confirmation of 401(k) wires
• Download daily Loan Reports and forward to Payroll
• Review delinquent loan reports
• Prepare memo for Accounting for payment of quarterly partner loans
• Obtain annual report for terminated participants age 65 and process letters with follow-up
• Download and audit Monthly Check Register from Wells Fargo
• Enroll/terminate participation in Plans in HRIS
• Maintain beneficiary information within HRIS
• Create new participants files
• Track participants on leave of absence
• DVP Distributions via e-mail and coordinate mail distribution with Pitney Bowes representative
• Conduct Orientation, including preparation and maintenance of Orientation materials
• Conduct Exit Interviews
• Update Fund Investment Results on the Intranet and Enrollment booklets
• Update Quarterly Fund Fact Sheets on the Intranet
• Update address for terminated participants in HRIS and at Wells Fargo
• Download various adhoc and quarterly reports from Wells Fargo as well as monthly brokerage reports
• Process unclaimed check reports for 401(k) Plans
• Request and review invoices from broker and prepare memos to Accounting for monthly SRP insurance payments
• Annual collection of  IRA contribution checks and processing
• Distribute Partners composite statements
• Distribute Statements to Financial Advisors
• Provide monthly balances for certain partners to Financial Advisors
• Arrange quarterly Investment Committee meetings in coordination with the investment advisor
• Prepare check requisition for all vendor invoices
• Arrange semi-annual Wells Fargo Information meetings
• Warehouse files and maintain Business Continuity files
• Assist Director and Manager on special projects as needed

Skills and Specifications

• Excellent knowledge of office practices and procedure
• Excellent computer skills MS-Word, MS-Excel, MS-PowerPoint, MS-Outlook & Calendar
• Knowledge of 401(k) plans and/or pension plans
• Familiarity with HRIS systems
• Excellent organizational and detail-oriented skills and ability to follow through
• Effective communicator verbally as well as written
• Take charge initiative and the strong ability to multitask
• Ability to adapt to changing requirements and/or competing priorities
• Ability to work and think independently