Qualifications

• Bachelor's degree in business, accounting, or finance; MBA preferred.
• 8+ years of experience in ESOP or retirement plan administration with a focus on executive reporting.
• Active CPA license desired, adding a layer of financial expertise.
• Proficient in managing complex employee benefit plans including ESOP and 401(k).
• Experience with regulatory compliance and audit coordination for retirement plans.

Responsibilities

• Act as the primary liaison for ESOP administration, managing trustee and valuation firm relationships.
• Oversee 401(k) plan operations including compliance testing, audits, and disclosures.
• Manage stock plan activities including grants, vesting, and tax withholding reconciliation.
• Support 409A and BOLI deferred compensation plan operations and compliance.
• Prepare and deliver executive summaries and committee materials for the Board.
• Communicate effectively with participants through notices and educational materials.
• Maintain compliance controls and coordinate audits with internal auditors.

Benefits

• Health insurance options including Traditional and High-Deductible plans.
• Dental and vision coverage available.
• Medical and Dependent Care Flexible Spending Accounts (FSA) and Health Savings Account (HSA) offered.
• 401k with employee stock ownership participation.
• Company paid life and long-term disability insurance.
• Voluntary paid benefits for personalized coverage.
• Paid time off and holidays, plus extended medical leave.