About the job
Who We Are:
At Sequoia, we partner with investor-backed companies of all sizes to help them achieve their business objectives through smarter management of people expenses. For over 24 years, we have been guiding innovative employers in navigating growth and maximizing their global human capital investments. Our expert advisory team and integrated platform empower clients to enhance business outcomes through comprehensive compensation and benefits strategies, improving executive decision-making, controlling costs, safeguarding the business, and elevating the overall employee experience. Discover more at Sequoia.com or connect with us on LinkedIn.
Role Overview:
As a 401(k) Compliance Client Service Manager, you will play a pivotal role in fostering and managing client relationships at both the strategic and administrative levels across Sequoia's key accounts. This position is divided into two main areas of responsibility:
Client Service Management (50%):
- Develop and maintain strong client relationships with decision-makers and administrative staff.
- Conduct strategic analysis of retirement plans to align with client objectives and compliance standards.
- Collaborate with MEP vendors and other third-party partners to ensure seamless service delivery.
- Lead educational meetings for 401(k) participants to promote financial well-being and engagement.
- Proactively resolve administrative challenges, including payroll remittance issues.
- Provide timely and thoughtful support for participant inquiries and account-related concerns.
Compliance Management (50%):
- Assist in the execution and validation of annual compliance testing (e.g., ADP/ACP, top-heavy coverage) to uphold plan integrity.
- Continuously update plan documents to reflect regulatory changes and client amendments.
- Monitor plan operations for adherence to ERISA, IRS, and DOL regulations.
- Support audit preparation and respond swiftly to compliance inquiries.
- Maintain accurate records within internal client databases and systems.

