Client Technician - 401K

Job Description

Provides operational and administrative support activities to the 401(k) Client teams and designated clients in the areas of census, plan amendment signatures, 5500 authorizations, contributions, load administration, compliance testing and other facets of 401(k) plan administration. Utilizes workflow system to identify customers who have outstanding tasks necessary to maintain compliance and fulfill Sentry's service agreement. Proactively intervenes to ensure deadlines and special client needs are met, while appropriately escalating tasks to avoid or mitigate compliance issues. Completes timely and accurate analysis of census data, review status, compensation, contributions, and account balances for qualified retirement plan participants. Monitors and resolves errors or discrepancies in data across multiple systems. Prepares annual reviews for safe harbor plans. Completes IRS / DOL forms, facilitates e-filing, monitors filing deadlines, prepares filing extensions, and supports other governmental reporting processes.

What You'll Do :

As a Client Technician - 401(k) you will :

• Review collected plan census data for completeness and accuracy. Identifies missing data or items that require clarification and communicates directly with internal peers and / or clients to resolve. Ensures accurate data is updated in various systems using a variety of methods including data entry or uploading via spreadsheets or other processes that may require formatting and set up prior to upload.
• Coordinate the flow of electronic census and financial files and transactions between recordkeeping and compliance testing systems; determines / verifies participant eligibility and vesting, identifies highly compensated and key employees as defined by federal regulations, and prepares preliminary nondiscrimination testing for 401k plans.
• Complete annual reviews for safe harbor plans, including safe harbor contribution calculations and illustrations, required nondiscrimination testing, and reporting.
• Prepare Form 5500-SF / 8955-SSA forms, including accurately reporting company information, plan data, and financial reconciliation of assets. Monitors filing deadlines and prepares / files extensions, and e-files client returns with DOL / IRS.
• Monitor workflow tasks to ensure all scheduled service deadlines and requests are addressed accurately and within prescribed timelines. Assists with collecting customer data such as 5500 signatures, missing census, billing payments, active loan defaults and amendment signatures.
• Ensure workflow entries in Sentry systems are continuously maintained such that 401(k) management has an accurate view of the plan status and any compliance, relationship or major operational issues.
• Coordinate the information required for terminating or cancelling plans for an efficient hand off to the Transition Services team.

Additionally, you will :

What it Takes :

What You'll Receive :

At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive.

About Sentry

We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.

Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority.

Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.

Get ready to own your future at Sentry. Opportunities await!

Talent Acquisition Specialist

Donna Paschall

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.