Sequoia

401k Compliance Client Service Manager

Tempe

Sponsorship not specifiedDetected 152 days ago

Data AnalysisExcelCompensationCommunication

About the role

For 24 years, we've guided the most innovative employers to navigate growth and get the most out of their global people investment.
Visit Sequoia.com http://Sequoia.com or follow us on LinkedIn https://www.linkedin.com/company/sequoia-tpi/%22%20/t%20%22_blank to learn more.

Sequoia is the strategic partner helping investor-backed companies of all sizes achieve their business goals through smarter people spend.
Own and nurture client relationships at both decision-maker and administrative levels across Sequoia's key accounts.
Collaborate with MEP vendors and other third parties to ensure seamless service delivery.
Provide timely, thoughtful support for participant questions and account concerns.
Maintain and update plan documents to reflect regulatory changes and client amendments.
Support audit preparation and respond promptly to compliance inquiries.
Maintain accurate records in internal client databases and systems.

QKA certification required (or actively pursuing).
3+ years of experience in 401(k) plan administration, preferably within a MEP structure.
Ability to interpret complex regulations and apply them in practical scenarios.
Proficiency in Microsoft Excel and data analysis for compliance testing.
Strong knowledge of plan document creation and maintenance.
Proven experience with annual compliance testing and regulatory reporting.
Excellent communication and organizational, and time-management skills.
Ability to manage multiple priorities and work cross-functionally in a fast-paced environment.
Sequoia's Culture - Our most important asset
Integrity
Passion for service
Innovative
Growth oriented
Caring for others

Sequoia provides competitive compensation including base salary, performance-based bonus programs, and comprehensive benefits package.

Guide strategic analysis of retirement plans to support client goals and compliance.
Lead 401(k) participant education meetings to promote financial wellness and engagement.
Assist in the execution and validation of annual compliance testing (e.g., ADP/ACP, top-heavy coverage) to maintain plan integrity.

Sequoia is the strategic partner helping investor-backed companies of all sizes achieve their business goals through smarter people spend. For 24 years, we've guided the most innovative employers to navigate growth and get the most out of their global people investment. With our expert advisory team and integrated platform, we help clients drive business impact through their total comp and benefits, improving executive decision making, controlling costs, protecting the business, and elevating the employee experience. Visit Sequoia.com http://Sequoia.com or follow us on LinkedIn https://www.linkedin.com/company/sequoia-tpi/%22%20/t%20%22_blank to learn more.
Client Service Manager (50%)
With our expert advisory team and integrated platform, we help clients drive business impact through their total comp and benefits, improving executive decision making, controlling costs, protecting the business, and elevating the employee experience.
Troubleshoot and resolve administrative issues, including payroll remittance challenges.
Compliance Management (50%)

Sequoia provides equal opportunity to all applicants without regard to race, color, creed, religion, citizenship, national origin, age, sex, sexual orientation, gender identity, pregnancy, marital status, military or vet

This listing is sourced directly from Sequoia's careers page and normalized into a canonical job model.