Lead Analyst - 401(k) Administration & Retirement Planning
Requirements:
Education and/or Experience, Knowledge, Skills & Abilities:
Bachelor’s degree and 8+ years of relevant job related experience
- Strong working knowledge of ERISA, the Internal Revenue Code, IRS and DOL requirements, and regulations applicable to qualified defined contribution retirement plans.
- Experience with retirement plan audits, Form 5500 preparation, plan governance, and operational correction processes.
- Demonstrated experience with 401(k) plan operations, compliance testing, payroll and contribution reconciliations, participant eligibility, and recordkeeper or third-party administrator coordination.
- Strong analytical and creative problem-solving skills, with the ability to independently investigate complex issues, identify root causes, evaluate alternatives, and drive issues to resolution.
- Excellent written and verbal communication skills, including the ability to explain complex retirement plan provisions and technical concepts clearly to employees, leaders, and business partners at all levels.
- Detailed oriented and demonstrated commitment to completing assigned responsibilities with a high level of accuracy and timeliness.
- Advanced proficiency with Microsoft Excel and strong proficiency with Microsoft Office applications; experience working with large data sets, reconciliations, lookups, pivot tables, and data analysis.
- Strong attention to detail and demonstrated commitment to completing responsibilities with a high level of accuracy, timeliness, and documentation.
- Ability to effectively prioritize competing tasks and manage multiple projects simultaneously while maintaining quality and meeting deadlines.
Ability to exercise sound judgment and discretion when handling sensitive, confidential, and personally identifiable information.
Preferred Qualifications:
- Workday experience.
- Experience supporting non-qualified deferred compensation plans.
- Experience in a large, multi-entity, or complex payroll and HRIS environment.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
- Usually, normal office working conditions.
- Must be able to remain in a stationary position 50% of the time due to prolonged periods of sitting or standing.
- Occasional overnight travel may be required.
- Occasional visits to industrial/manufacturing settings, which may include exposure to various materials and chemicals, as well as extreme temperature conditions and loud machinery, and require appropriate personal protective equipment.
An equal opportunity employer/disability/vet
Energy Transfer is an equal opportunity employer and does not discriminate against qualified applicants on the basis of actual or perceived race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law.
The nature and frequency of the above working conditions and requirements may vary depending on individual operational circumstances. Where feasible, the Partnership will make reasonable accommodations to qualified individuals with disabilities to enable them to perform the essential functions of the job.
DISCLAIMER: The statements listed in this job posting, which are subject to change, are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.