Project Manager managing complex projects to improve chronic care solutions at Convatec. Responsible for project execution, budget monitoring, and stakeholder communication.
SF
Hybrid 401K Compliance Project Manager
Posted 5 months ago
About the role
- 401(k) Compliance Project Manager at Fidelity managing tools for compliance services and client support. Involves testing, documentation, and communication with business teams for 401(k) compliance activities.
Responsibilities
- The COE team builds and maintains tools for Fidelity’s 401(k) compliance services, including nondiscrimination testing, Form 5500, annual reporting, and contribution allocation services.
- We coordinate with clients to support them in annual 401(k) plan administration.
- We document, prioritize, and test stories for agile development by partners in WI Technology.
- Setup functional and regression testing, and communicate the results of system installs to our partners.
- We coordinate monthly reconciliation, set-up, launching and monitoring of more than 125,000 reporting campaigns.
- Sprint and Quarterly development planning, communication with business leadership, and ongoing monitoring and communication of status.
- Mitigate risk with incident management and install validation.
- We partner across various business units on modernization efforts in Communications, Process, and Technology.
Requirements
- 401(k) Nondiscrimination testing (NDT), Form 5500, or annual reporting expertise required
- Bachelor’s Degree or equivalent experience
- Experience working with program and project management
- Experience with technology development lifecycles (Waterfall, Agile, Scrum)
- Risk mitigation and analytical skills
- Current ASPPA designation preferred
- Experience with compiling and analyzing data preferred (examples: Excel, Power BI, SQL, Tableau)
- Knowledge of NDT, Form 5500, annual audit, and 401(k) plan design
- Ability to understand and apply regulatory updates such as SECURE Act to systems and procedures
- Ability to develop business requirements for annual updates to NDT, Form 5500, and annual reporting systems
- Experience with test case design and execution a plus
- Lead projects and coordinate project contributors
- Ability to summarize and clearly articulate complex issues, summarize key points, and communicate findings
- Highly organized, detail oriented with outstanding follow-through
Benefits
- No immigration sponsorship provided
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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