Client Technician - 401K

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 401(k) Client Services Tech, you’ll provide operational and administrative support to our 401(k) Client Services Manager team, ensuring required customer information is received, verified, and updated in a timely manner. In addition, you’ll:

• Monitor and maintain workflow tasks for assigned clients to ensure requests and services are completed within the required deadlines
• Monitor incoming email and voice messages while corresponding with clients to provide accurate information regarding employer contributions, payroll, and plan information
• Collect, verify, and update required customer information accurately within Sentry systems
• Develop and maintain an understanding of Sentry’s plan documents, contracts, systems, and compliance requirements
• Perform other job-related duties as assigned

What it Takes

• Associate Degree or equivalent work experience
• 0-2 years of related work experience
• Prior retirement or 401(k) experience and knowledge is desired
• Strong verbal and written communication skills
• Successful completion of educational courses, such as CEBS or ASPPA, are beneficial
• Computer skills, math aptitude, and ability to communicate and provide exceptional service to our customers required
• Ability to prioritize workload and handle several projects simultaneously
• Ability to analyze contracts and documents is required
• The Denver role can be filled at $22.12 - $30.42

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.

  • As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office.

• Meal Subsidy available for associates who report to an office:

  • Offices without a cafeteria, $15.00 weekly stipend

• 401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.

• Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program

• Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off

• Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.

• Well-being and Employee Assistance programs

• Sentry Foundation gift matching program to encourage charitable giving.

About Sentry