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Senior Specialist 401k Recordkeeping

T Bank N.A.

in Dallas TX

Logo for T Bank N.A.

As a Senior Specialist in 401(k) Recordkeeping, you will play a critical role in supporting the administration and management of our clients' retirement plans. This position requires a high level of technical expertise, attention to detail, and a commitment to ensuring accuracy and compliance with regulatory requirements. You will be responsible for performing complex recordkeeping tasks, resolving escalated issues, and providing guidance to less experienced team members.
Responsibilities:

  1. Recordkeeping and Transaction Processing:
    • Perform advanced recordkeeping tasks, including processing contributions, distributions, loans, and other transactions in accordance with plan documents and regulatory requirements.
    • Review and reconcile participant accounts, ensuring accuracy and integrity of data and transactions.
    • Investigate and resolve complex participant inquiries and discrepancies related to account balances, transactions, and plan provisions.
  2. Compliance and Reporting:
    • Assist in ensuring compliance with all applicable laws, regulations, and internal policies governing 401(k) plans, including IRS and DOL requirements.
    • Support the preparation and distribution of required participant communications, notices, and disclosures.
    • Generate and review periodic reports, statements, and filings to ensure accuracy and completeness.
  3. Client Support:
    • Serve as a subject matter expert and provide guidance to less experienced team members on recordkeeping processes, procedures, and regulations.
    • Assist in addressing client inquiries, escalations, and requests for assistance, providing timely and accurate responses.
    • Collaborate with other internal teams to ensure effective communication and resolution of client issues.
  4. Process Improvement:
    • Identify opportunities to streamline recordkeeping processes, improve efficiency, and enhance service quality.
    • Participate in initiatives to implement system enhancements, automation tools, or workflow improvements to optimize recordkeeping operations.
    • Share insights and recommendations for process enhancements based on experience and industry best practices.

Qualifications:

  • Bachelor's degree in business, finance, accounting, or a related field preferred.
  • Relevant certifications (e.g., Certified Employee Benefits Specialist, Retirement Plans Associate) preferred.
  • Several years of experience in retirement plan administration, with a focus on 401(k) recordkeeping.
  • In-depth knowledge of retirement plan regulations, including ERISA, IRS, and DOL requirements.
  • Strong analytical skills with the ability to interpret and apply plan documents, regulations, and policies.
  • Excellent attention to detail and accuracy in performing recordkeeping tasks and reconciliations.
  • Effective communication skills, both written and verbal, with the ability to interact professionally with clients and colleagues.
  • Proficiency in recordkeeping systems (RELIUS), Microsoft Excel, and other relevant software applications.
     

How to Apply

Email your resume to sstevens@tbank.com


A Verified Employer
T Bank N.A. has trusted BenefitsLink to help reach qualified candidates for this opening.

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