401k Compliance Client Service Manager

The role

This person will own and nurture client relationships and guide strategic analysis of retirement plans. They will also assist in the execution and validation of annual compliance testing and monitor plan operations.

What you will do

• Own and nurture client relationships at decision-maker and administrative levels
• Guide strategic analysis of retirement plans
• Collaborate with MEP vendors and third parties
• Lead 401(k) participant education meetings
• Troubleshoot and resolve administrative issues
• Provide support for participant questions and account concerns
• Assist in the execution and validation of annual compliance testing
• Maintain and update plan documents
• Monitor plan operations for compliance with ERISA, IRS, and DOL regulations
• Support audit preparation and maintain accurate records

Required qualifications

• QKA certification required (or actively pursuing)
• 3+ years of experience in 401(k) plan administration
• Strong knowledge of plan document creation and maintenance
• Proven experience with annual compliance testing and regulatory reporting
• Ability to interpret complex regulations and apply them in practical scenarios
• Excellent communication, organizational, and time-management skills
• Ability to manage multiple priorities and work cross-functionally in a fast-paced environment
• Proficiency in Microsoft Excel and data analysis for compliance testing

Nice to have

• experience within a MEP structure

Benefits

• base salary
• performance-based bonus programs
• comprehensive benefits package

About the company

Sequoia is the strategic partner helping investor-backed companies achieve their business goals through smarter people spend. They provide an expert advisory team and integrated platform to help clients drive business impact.