Recordkeeper – 401(k)

Job Title: Recordkeeper – Defined Contribution / 401(k) Location: Remote Pay Rate: $23.73/hr Job Summary Seeking an experienced Recordkeeper to provide administrative and client service support for large and complex Defined Contribution/401(k) plans. The role will handle plan transactions, valuations, reconciliations, compliance testing, reporting, payroll data, and client communications.

Key Responsibilities

Support administration and recordkeeping for large DC/401(k) plans. Process contributions, loans, withdrawals, earnings allocations, and other plan transactions. Format, load, validate, and analyze payroll and plan data. Perform plan valuation, reconciliation, and daily balancing. Reconcile trust and recordkeeping system balances by transaction type. Perform discrimination and compliance testing and analyze results. Prepare valuation reports, participant statements, investment reports, and tax/compliance filings. Coordinate fund purchases and sales with third-party fund companies. Respond to client inquiries and resolve administrative/service issues. Participate in client meetings and conference calls. Maintain trustee relationships and support trust reconciliation activities. Consult with clients on payroll, plan design, and reconciliation issues. Provide training and demonstrate leadership while managing multiple priorities.

Required Qualifications

Experience with Defined Contribution / 401(k) recordkeeping and administration. Knowledge of retirement plan transactions, valuation, and reconciliation. Experience with trust accounting and plan balancing. Understanding of 401(k) compliance and discrimination testing. Experience handling payroll and plan data. Strong analytical, organizational, and problem-solving skills. Excellent written and verbal communication skills. Strong attention to detail and document review. Ability to work independently and collaboratively. Ability to manage multiple priorities in a deadline-driven environment. Preferred Background 401(k) Recordkeeping | Defined Contribution Plans | Retirement Plan Administration | Plan Valuation | Trust Reconciliation | Compliance Testing | Payroll Processing | Client Service | Retirement Operations