401K Plan Manager ( Remote - East Coast )

As a part of the Sunrise team, supporting our Mission, Principles of Service and Core Values is a fundamental part of this job.

Our foundational belief is the sacred value of human life. The unique responsibilities for this role include but are not limited to the essential functions listed as follows:

• Manage day-to-day and long-term administration responsibilities in US based and Canadian retirement savings plan management.
• Provide strategic direction on potential retirement plan changes or enhancements based on an understanding of emerging trends and practices in the industry.
• Consult on initial and ongoing plan designs, amendments, and restatements.
• Manage plan amendments by working closely with Plan Administrator and Fiduciaries.
• Audit Payroll to ensure changes made at Sunrise’s plan administrator feed over to Human Resource Information System (HRIS) accurately.
• Support the preparation of Summary Plan Description for participants and beneficiaries.
• Administer weekly 401(k) payroll wire transfer requests through HR/CFO, Treasury, and Payroll.
• Approve transactions (loans, distributions, etc.).
• Monitor compliance with plan rules and federal regulations.
• Complete discrimination testing and audit support working with external auditors.
• File compliance documentation (Form 5500, Safe Harbor notices, Form 1099-R)

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed throughout this job description are representative of the knowledge, skills, and abilities required.

• Bachelor’s degree with an emphasis in Finance, Accounting, Math, Economics, or related field preferred. High school diploma or equivalent required.
• High degree of experience including recordkeeping, compliance testing, plan conversions, and trust accounting or comparable experience highly preferred.
• High degree of technical/legal knowledge including familiarity with Internal Revenue Code and Employee Retirement Income Security Act (ERISA) as they apply to qualified plans preferred.
• Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
• Sound decision making competency with the ability to discern how changes may have far-reaching impacts.
• Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
• Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
• Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, and adopting a
constructive, solutions-focused approach.
• Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
• Proficiency with Microsoft products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
• Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.
• This role is considered exempt. General hours are Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need.
• Remote work allowed.
• Occasional travel may be required.