Interim 401K Specialist (Project)

Our client in the financial services industry is looking for an Interim 401K Specialist to join their team in Los Angeles County


Job Description:

  • Administer PS/401(k) plans and deferred compensation plan
  • Order/settle trades and import fund data
  • Process distribution and loan paperwork
  • Plan enrollments and setup IDA’s
  • Prepare and upload monthly/semi-monthly payroll contributions
  • Responsible for processing transfers and monthly accrual of matching contributions
  • Prepare/post matching & profit-sharing contributions
  • Responsible for filing federal/state monthly, quarterly and annually taxes
  • Prepare participant statements and 1099-R forms
  • Responsible for year-end census review, contributions and reconciliation
  • Responsible for refunding excess contributions
  • Gather annual plan audit materials
  • Provide retirement plan services


  • Experience in the financial services or related industries
  • Strong knowledge of ERISA preferred
  • Proficient with the Microsoft Office Suite, including strong Excel skills and Relius experience a plus
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to be discreet with confidential/sensitive information
  • Able to adapt to changing priorities
  • Detail-oriented
  • A team player
  • Strong work ethic


  • Bachelor’s degree in business, accounting, finance or related field and a minimum of 3 years’ relevant experience

Ref # 21004

Alex RealInterim 401K Specialist (Project)