ADP is hiring a 401(k) Team Lead. In this position you will provide high level 401(k) product support and guidance to the ADP TS 401(k) Clients, Regional Sales, New Business, HR - Payroll. Research - resolve complex issues relating to the ADP 401(k) Prototype Plan - MEP 401(k) including but not limited to; Client Plan Design, compliance testing, and Client Plan administration, ensuring compliance with government regulations - laws. Develop - maintain effective communications to ensure satisfaction - client retention. Manages workflow and assignments. Provides assistance and coaching to the 401(k) Plan Specialist and Representatives as needed to ensure continuity of Plan Administration, and inter-departmental communication. Performs on-the-job training as required.

We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, - Social Responsibility.

RESPONSIBILITIES:

• Manages workflow and assignments of the regional 401(k) group under the direction of the Operations Executive. Communicates discrepancies - resolutions and acts as the Regional liaison between Division 401(k), Record keepers, Third Party Administrators, CSR's, Trusts, Region - the Client.

• Respond to inquiries from Clients, Sales, Payroll, Human Resources, and New Business regarding 401(k) Administration, Plan Design, process flow, statutory limitations, and general investment questions.

• Mentors and coaches the 401K staff; assists with challenges on process flow, timeliness, and application of Plan design within the Region.

• Translates and interprets Plan specifications and applies them to the Regional 401K duties within the department.

• Assists the Client with completion of the Adoption Agreement (MEP) or Plan Amendments, as they relate to the Plan specifications and options.

• Responds to questions from Clients on individual Plan design, to coordinate their corporate structure; regulate Control Group challenges, to ensure proper compliance and adherence to business and Plan guidelines.

• Reviews newly presented Adoption Agreements to ensure accuracy and completion prior to submission to Division 401(k) (MEP); prepares COG Plan Implementation form as needed.

• Makes client service calls at the worksite to ensure client satisfaction with the 401(k) product - to receive feedback on client concerns. (MEP).

• Advises a client on DOL regulations and plan amendment changes.

• Communicates changes in COLA limits and applies changes to internal procedures within the Region.

• Works closely with the Client to review more complex compliance testing results, discuss profit sharing, additional contributions, and plan changes based on previous activity.

• Advises client on plan termination or transfer regulations as a result of the client leaving ADP TS via written - verbal communication.

• Ensures that the client is billed for services - that payroll systems are updated.

• Provides assistance and on-the-job training to the 401(k) Plan Specialist regarding client problem resolution in the technical - compliance features of the 401(k) Plan.

• Acts as 401(k) Supervisor/Operations Executive for the 401(k) group in his or her absence.

• Makes Client visits when needed, to discuss Plan administration, changes to their Plan or design. (MEP).

• Maintains records on all client calls and worksite visits in Clarify.

• Attend training or classes to stay updated on current laws, trends, or processes.

• Maintain a 40 hours training agenda per fiscal year.

• Performs other related duties as assigned.

QUALIFICATIONS REQUIRED:

• Demonstrated continuing education in the 401(k) field.

• 4+ Years experience with qualified Plans.

• At least 2 years' proficiency with client service regarding qualified Plans.

PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following:

• CEBS preferred

• In-depth working knowledge in retirement service industry.

• Prefer experience with a TPA or record keeper.

• General financial services background.

• General ERISA knowledge.

• Knowledge of qualified testing, filing and tax reporting required.

• Proficient with Microsoft Office Suite, ADP Payroll experience and HR database. (PeopleSoft, CSS Horizon) experience highly preferred.

• Ability to mentor and coach others.

• PC literacy required.

• Ability to prioritize and set schedule, strong organization and time management skills.

• Good oral and written communication skills.

• Must demonstrate professional conduct when interacting with clients.

• Detail-oriented with strong problem-solving skills.

• Must be able to work under pressure with multiple tasks and meeting stated deadlines.

• Proven ability to handle a large volume of technically complex daily inquiries (primarily phone calls).

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