401k Manager - PEO

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity: 

Our Opportunity

The 401(k) Manager oversees all aspects of 401(k) retirement plan administration for Resourcing Edge and client-sponsored plans. This includes ensuring that all employees are enrolled in the plan, managing contributions from both the employer and employee side, and making sure that the investments offered through the plan are properly allocated and managed.

This role ensures accurate plan operations, regulatory compliance, exceptional service to clients and participants, and alignment with industry best practices.

This is a hybrid position based out of our regional office in Phoenix, AZ

Key Responsibilities

• Partner with the sales team to provide Client Interest forms to 401k provider
• Partner with Implementation and Client coordinating with 401k provider
• Track client interest forms and attend advisor/client meetings
• Work with clients and providers to set up new retirement plans
• Assist employees with retirement questions
• Work with auditors to provide requested data to complete the annual audit
• Work with retirement provider to assist with annual testing
• Review data entry changes made to the payroll system
• QC all changes
• Reconcile and remit weekly 401(k) contributions
• Assist terminated clients with plan transfers
• Attend quarterly Investment Committee meetings
• Work with our internal teams to answer client and employee questions
• Work with data processing team, Ben Reps or Implementation for client sponsored plan set up and SOP’s on how to manage plan.
• Other duties as appropriate to the objectives of the role and goals of Resourcing Edge.

Requirements

Education & Experience

• Bachelor’s degree in HR, Business, Accounting, Finance, or related field.
• 5–8 years of 401(k) administration or retirement plan management experience.
• Certifications: QKA, QPA, CEBS preferred
• PEO or multi-employer plan experience preferred

Knowledge/Skills/Abilities

• Strong knowledge of ERISA, IRS, DOL regulations.
• Excellent organizational and communication skills.
• Proficiency with payroll/benefits systems.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francisco

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

 OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!