Client Specialist - 401K

About the position

As a Client Specialist with our 401K team, you will serve as the primary point of contact for Sentry's retirement plan sponsors. By leveraging individual expertise and collaborating with other internal resources, you will provide proactive technical guidance and consultative support for assigned customers in all facets of plan administration. You will build relationships with plan sponsors to drive plan success, conducting periodic reviews of assigned plans and proactively providing insights into plan operations, new compliance requirements, and alternative plan design or administrative approaches to improve the plans. This role can be filled at our Stevens Point, WI, El Paso, TX, Goldsboro, NC, or our Denver, CO Offices following a hybrid work model.

Responsibilities

• Support the administration of employer retirement plans and regularly review 401(k) plans.
• Provide technical support and guidance to customers and sales producers through phone calls and e-mails, while building strong relationships.
• Collaborate with sales producers to communicate compliance test results and recommend alternatives.
• Accurately manage and document processes for a variety of regulatory reports.
• Partner through the installation process of new plans by coordinating the initial contribution processes and consulting on plan design changes.
• Provide support to internal and external auditors.
• Maintain knowledge of Sentry's plan documents, contracts, and systems.
• Manage an assigned book of business and meet all scheduled service deadlines.
• Assist in staff training and procedure development.

Requirements

• Prior retirement/401(k) experience is highly desirable.
• Knowledge and experience of ERISA laws and regulations is required.
• Associate degree or greater preferred, equivalent work experience will be considered.
• Strong verbal and written communication skills.
• Knowledge of accounting procedures.
• Successful completion of educational courses such as CEBS or ASPPA would be highly beneficial, or desire to complete these courses upon employment.
• Computer, math aptitude, and ability to communicate and provide exceptional service to our customers required.
• Ability to prioritize workload and handle several projects simultaneously is necessary.
• Ability to analyze contracts and documents is required.

Nice-to-haves

• Successful completion of educational courses such as CEBS or ASPPA would be highly beneficial, or desire to complete these courses upon employment.

Benefits

• Flexibility through a scheduled Hybrid work model, with Monday and Friday work from home if chosen, and Tuesday through Thursday in office.
• In-office workspace and materials for home office, including a laptop and additional equipment.
• Meal Subsidy available for associates who report to an office.
• 401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting.
• Tuition Reimbursement program and career development through Sentry University (SentryU).
• Generous Paid-Time Off plan and Volunteer-Time off.
• Group Medical, Dental, Vision, Life insurance, Parental leave, and Health and Wellness benefits.
• Well-being and Employee Assistance programs.
• Sentry Foundation gift matching program to encourage charitable giving.