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) Specialist to join its team at the corporate office or G&A satellite office.

A competitive compensation and benefits package is available to include health benefits and 401(k), recognition awards and bonuses and the opportunity to work for a highly respected and award-winning company.

Summary

Support consultant team from an internal perspective on installing and administering retirement plan clients. This role includes communication with clients, business advisors, third party administrators and recordkeeping partners to provide administrative support for plan employees, retirees, and beneficiaries.

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 accommodation may be made to help enable qualified individuals with disabilities to perform the essential functions.

• Assists in the administration of the Multiple Employer retirement plan, the Pooled Employer Retirement plan, and any outside client plans.
• Reviews and confirms employee enrollment forms and distribution request for worksite employees of the Multiple Employer plan and Pooled Employer Plan.
• Reviews documentation for accuracy and completeness and secures any missing information.
• Sets up employee plans and plan elections and loans deductions in the payroll system.
• Provides outstanding customer service with the ability to communicate eligibility criteria, enrollment process and plan features.
• Acts as a primary contact for day-to-day record-keeping matters with an emphasis on first-call resolution for items relating to compliance, systems, and payroll processing
• Respond to inquiries regarding 401(k) technical, produce, and compliance questions by researching and resolving issues
• Ensure department adherence to daily schedule to support call volumes for inbound client and participant questions.

Other Duties:

• Maintains vendor contact to investigate discrepancies.
• Researches and responds to client and employee inquiries in compliance with DOL/IRS/ERISA standards.
• Coordinates with the prior plan provider(s) to ensure all necessary prior plan data is collected
• Maintains employee benefit files in compliance with company guidelines.
• Remains knowledgeable of new/changing DOL/IRS regulations as they relate to the retirement plan industry
• Assist with reconciliation of retirement plans on account
• Communicate with compliance team on ADP/ACP testing and other compliance matters.
• Additional retirement plan duties may be assigned as needed.
• Responds to assigned clients in a timely manner.
• Other duties as assigned by manager

Performance Factors:

• Communication – Communications orally and in writing in a clear and concise manner. Takes time to listen to, understand the perspectives of others, and poses solutions.
• Trust and Respect – Establishes trust and respect through consistent honesty and professionalism in all interactions.
• Problem Solving – Anticipates and identifies problems and works diligently to ensure the problem is solved quickly and efficiently. Seeks assistance, as necessary.
• Accountability – Follows through on commitments and acts with a clear sense of ownership. Takes personal responsibility for decisions, actions, and failures.
• Client Focus – Establishes effective relationships with internal and external clients to understand and meet or exceed their needs.

Education:

• Bachelor’s degree in Business Administration or 1-3 years of experience in retirement industry

Skills & Experience:

• Experience with Microsoft Excel and Data Analysis.
• Experience with Project Management tools.
• Experience in retirement plan compliance and plan administration.
• Proficiency in Microsoft Word, PowerPoint, and Excel

Certifications/Licenses:

• Retirement Plan Fundamentals Certificate (RPF with ASPPA (American Society of Pension Professionals) required during 1st year of employment
• Other ASPPA, ERPA, or similar Retirement Plan licensures are a plus, but not required

Equal Opportunity Employer Statement

G&A Partners as an Equal Opportunity Employer considers all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances. Our management team is dedicated to providing a work environment free of discrimination and harassment based on any of these characteristics. We are committed to this policy and achieving a diverse workforce with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment.