Sentry Hiring for Retirement Plan Services Specialist Job at Stevens Point, WI Full Time

Applies annual compliance and discrimination tests to installed and active retirement plans to ensure plans are healthy and remain on track. Files required government forms, allocates plan contributions and forfeitures and processes refunds of excess contributions. Applies knowledge of retirement plan compliance rules and regulations, governmental reporting requirements and various computer software programs to complete tasks and produce reports or documents for qualified retirement plan clients.

As a 401(k) Plan Services Specialist you have the opportunity to apply your problem solving and technical skills to customers’ employer sponsored retirement plans. As part of our 401(k) professional team you will provide solutions to customers’ administrative and annual compliance needs by providing effective analysis, reporting and communication.

Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday in office.

What You’ll Do

You’ll complete a variety of 401(k) plan administrative services, with an emphasis on annual compliance testing and reporting relating to 401(k) plans:

• Complete plan year-end reviews, compliance testing and reporting.
• Prepare 5500 and 8955-SSA forms and related reports.
• Calculate employer contributions and processing plan forfeitures, contributions, allocations, and any corrective distributions.
• Verify participant eligibility, service, and contributions.
• Effectively communicate with both internal and external customers regarding plan administration, based on the provisions of the plan document and related guidance under the Internal Revenue Code (IRC) and ERISA.
• Participate in process improvements and testing related to administration systems.
• Assist with:
  • Staff training and procedure development.

What it Takes

• Associate Degree or equivalent work experience required
• Knowledge of administrative systems and/or software applications
• Math, accounting, and computer aptitude
• Highly effective communication skills
• Ability to prioritize workload and handle several projects simultaneously
• Analytical ability in order to solve technical problems and analyze contracts and documents
• Prior retirement plan experience and knowledge of related laws and regulations preferred
• Knowledge of IRC, Department of Labor (DOL) rules, and related regulations helpful
• Educational courses such as CEBS or ASPA would be highly beneficial

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

• 
  Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday in office.
  
• Generous Paid-Time Off plan for you to enjoy time out of the office.
• 401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
• Group Medical, Dental, Vision and Life insurance to encourage a healthy lifestyle.
• Extensive Work-Life Resources to lend a helping hand.
• Sentry Foundation gift matching program to encourage charitable giving.
• Continue your education and career development through Sentry University (SentryU).

About Sentry
We take great pride in making Forbes’ list of America’s Best Midsize Employers since 2017. 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!

Kasha Dombrowski
[email protected]

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.