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401k Implementation Lead

G&A Partners

in Telecommute / Houston TX / South Jordan UT / Englewood CO

For over 25 years, G&A Partners has been helping entrepreneurs grow their businesses, take better care of their employees, and enjoy a higher quality of life by providing proven HR solutions and technology. A growing, Houston-based professional services firm, G&A Partners is currently seeking a 401(k) Implementation Lead to join its team at the G&A office in either South Jordan, UT, Houston, TX, or Englewood, CO. Flexibility to work fully remote will be considered for the right candidate. 

A 401k Implementation Lead administers Multiple Employer 401k Plans, advising clients and participants on eligibility criteria, enrollment processes, and plan features, while also ensuring the plans are setup and administered in accordance with compliance requirements as set forth in applicable summary plan descriptions, as well as regulatory requirements.

Reasonable Accommodations Statement
To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)

  • Administers 401(k) new plan set ups for multiple employers.
  • Conducts meetings with clients to discuss and implement the steps involving the transitioning of 401(k) plans.
  • Discusses strategies for enrollment meetings, schedules, and conducts meetings accordingly either onsite or via online training.
  • Ensures 401(k) enrollment materials are distributed to eligible employees timely.
  • Sets up plan information with third party vendor(s) and in the appropriate benefits systems.
  • Reviews documentation for accuracy and completeness and secures any missing information.
  • Sets up employee plans and plan elections in the payroll system.
  • Ensures employee 401(k) records are kept up to date for new enrollments, new loans, paid off loans, and deferral changes in all applicable benefits systems and third-party vendors.
  • Administers 401(k) catch up and true up contributions and associated employer contributions and communicates with the accounting department to ensure proper invoicing to clients for true up amount.
  • Administers mass transactional activities to 401(k) plans to include, but not limited to, transfer of assets from prior carrier, annual plan maintenance activities, enrollments, and bonus payroll runs.
  • Interfaces with third party vendor(s), as well as with other departments internally within the company and externally with the clients regarding the administration of the plans.
  • Assists auditors annually in the preparation of Form 5500 filings.
  • Prepares reports of 401(k) employer match projections.
  • Attends departmental and company meetings, as required.
  • Performs all assigned job duties in accordance with Company policies, procedures and standard practices.
  • Performs other duties as assigned.

Competency Statement(s)

  • Responsible - Ability to be held accountable or answerable for one’s conduct.
  • Reliability - The trait of being dependable and trustworthy.
  • Relationship Building - Ability to effectively build relationships with customers and co-workers.
  • Organized - Possessing the trait of being organized or following a systematic method of performing a task.
  • Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.
  • Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards.
  • Diversity Oriented - Ability to work effectively with people regardless of their age, gender, race, ethnicity, religion, or job type.
  • Detail Oriented - Ability to pay attention to the minute details of a project or task.
  • Accuracy - Ability to perform work accurately and thoroughly.
  • Accountability - Ability to accept responsibility and account for his/her actions.


Education: Bachelor’s Degree in Business Administration or 5 years experience in the defined contribution industry
Experience: Experience in plan design, compliance, and ADP/ACP/Top Heavy Testing
Computer Skills: Proficient in Microsoft Word, PowerPoint and Excel
Certifications & Licenses: ASPPA, ERPA, or other Retirement Plan licensures but not required.

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