Custom Plan Ops Specialist II-1G6583

Job Info

Custom Plan Ops Specialist II


In this position you will have the following responsibilities:

Process all custom or special transactions for client through the OMNI system.  Communicate with the client proactively on the timing of these requests. Coordinate processing of standard transactions through other operations teams. Must be familiar with and able to utilize a range of ADP systems: Power Image, Plan Sponsor, FITE, and Omni for transactions edits and updates, Check Tracking, Adjustment Database, Clarify, Microsoft Office products, Omni transaction builders, and V-lookup functionality.

Verify all edits and updates for manual entries on a daily basis.   Level II associate should be able to handle elevated issues without manager involvement and assist the team with researching and resolving inquiries from Client Services.  Level II also ensures that accurate processing of information is occurring.

Generate, reconcile and mail monthly valuations, special mailings and quarterly statements. Upload monthly valuations and participant statements to the Plan Sponsor Web. Work with client services and outside vendors to ensure proper inserts and coordinate completion of delivery of reporting. This involves coordination with financial control on timing, coordination of mailings and e-mail blasts with outside vendors and communication with client.

Work on special projects and enhancements to Plan.  This includes attending project meetings resolving open issues and taking part in testing and releases. This also includes communicating with the client about feasibility and timing of the requested project.  Also, perform testing of new system releases and resolve system related issues.  Level II associate should be able to create test plans and provide support for system -related issues. 

Coordinates the client's weekly/biweekly/monthly payroll files. Be familiar with how the file flows through DBAL. Check all edits and update steps. Coordinate the impound or wire request with the client's treasury dept. Verify the posting and track after impound errors. Notify reconciliation team of amounts posting and differences. Research differences and notify the client of any refunds needed.

Coordinates annual recurring projects for the client proactively including but not limited to Annual Match postings, NEC files, Pension Valuation projects.  Assists clients in complying with year end requirements including but not limited to minimum distribution requirements, forfeiture reallocation, 5500 preparation and counts.  Also responsible for audit package preparation and reconciliation including but not limited to annual audit reports, audit samples (check copies, forms), the standard audit package. This involves extensive communication directly with the client, their actuary, and their auditors. It also involves researching follow-up questions for these reports

Acts as the primary contact for custom plan clients regarding day to day record keeping matters and provides prompt customer service. Proactively communicates regularly with client to evaluate and ensure delivery of optimal service, client satisfaction and client retention.  Exhibits working knowledge of 401k, call center, relationship management or similar experience. 

Reconcile accounts and research any open items and share breaks between Omni and the Financial Control group.  Post any needed transactions to clear breaks between Omni and trading. Know how to submit a Manual Trade Ticket.   Researches and resolves inquiries involving payroll, finance, impounding and compliance testing.  Researches & resolves issues forwarded by Consultation, sales, financial advisors and management. Proactively notify the client of rejects if appropriate. Research and resolve any discrepancies that occur within the system and process adjustments timely and accurately.

Be familiar with more complex Omni transactions - T933 and T966 reports, Omni script, and calculation code for these transactions. Be able to interpret and modify code.


  • 2 year degree required, 4 year degree preferred
  • 3-5 years related experience
  • 401(k) recordkeeping experience required


  • OmniPlus
  • Mainframe Architecture
  • Trading
  • Reconciliation (such as banking/accounting/financial reconciliation)
  • Processing
  • Client Services
  • 401(k) or NQ Plan Experience

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