About the Office of the Massachusetts State Treasurer and Receiver General (“Treasury”)

Our mission is to manage and safeguard the State's public deposits and investments through sound business practices for the exclusive benefits of our citizens, and perform these duties with integrity, excellence, and leadership. Additionally, we strive to provide economic opportunity, stability, and security for every Massachusetts resident.

We are committed to excellence in recruiting, hiring, and retaining diverse and qualified individuals. We value the culture of diversity and professionalism in the workplace, and strongly believe that our workforce should reflect our community.

https://www.surveymonkey.com/r/FM68GFV

PURPOSE OF THE JOB:

Join a small high-functioning team comprised of the Defined Contribution Plans staff. Assist the Executive
Director, Director of Operational Compliance and Strategic Communications, and rest of the team in the daily
administration, oversight and compliance of the Commonwealth's 457(b) SMART Plan, and the 401(k) CORE
Plan for nonprofit employers, administered by the State Treasurer's Office.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

457(b) Plan:
MONITOR:

Assess monthly performance reports prepared by recordkeeper and custodianReview of recordkeeper tracking of participant contributions to ensure compliance with IRS annual
contribution limitsAssist Plan staff in maintaining policies, procedures and internal controls

PROJECT MANAGEMENT:

Collect and review payment of investment management feesCoordinate, review and reconcile administrative expense account activityAssist with the preparation of the financial statement audit, including annual OBRA eligibility
assessmentAssist in presentations, outreach and marketing initiativesReview Plan communications pieces for accuracy

CUSTOMER SERVICE:

Respond to Participant inquiriesResearch and resolve discrepancies relating to participants' accounts and Plan accountsProcess and provide initial review on Unforeseeable Emergency Appeals
401(k) Plan:

MONITOR:

Review timely submission of employee and employer contributionsVerify participant election changes are implemented by employersConfirm distribution of all required participant notices and disclosures through 3(16) administrator and
recordkeeperAssist in the development of operational internal controls and the maintaining of policies and
procedures

PROJECT MANAGEMENT:

Intake new organization information to confirm Plan eligibility, ensure enrollment paperwork is in
good order, and properly catalogued for Plan recordsProvide ongoing review and feedback of recordkeeper's onboarding procedures for new employersWork closely with the Auditor, Operations Analysts, 3(16) administrator and recordkeeper to resolve
operational conflicts identified under annual compliance audits.Coordinate, review and reconcile administrative account deposit and expense activityAssist in presentations, outreach and marketing initiativesReview Plan communications pieces for accuracy

CUSTOMER SERVICE:

Engage with client organizations to request data.

OTHER DUTIES AND RESPONSIBILITIES:

Assist with Committee meeting preparationsMaintain Plan records, meeting minutes and correspondenceDevelop and distribute open meeting noticesSupport Plan operations and projects as needed

About the Office of the Massachusetts State Treasurer and Receiver General (“Treasury”)

Our mission is to manage and safeguard the State's public deposits and investments through sound business practices for the exclusive benefits of our citizens, and perform these duties with integrity, excellence, and leadership. Additionally, we strive to provide economic opportunity, stability, and security for every Massachusetts resident.

We are committed to excellence in recruiting, hiring, and retaining diverse and qualified individuals. We value the culture of diversity and professionalism in the workplace, and strongly believe that our workforce should reflect our community.

https://www.surveymonkey.com/r/FM68GFV

PURPOSE OF THE JOB:

Join a small high-functioning team comprised of the Defined Contribution Plans staff. Assist the Executive
Director, Director of Operational Compliance and Strategic Communications, and rest of the team in the daily
administration, oversight and compliance of the Commonwealth's 457(b) SMART Plan, and the 401(k) CORE
Plan for nonprofit employers, administered by the State Treasurer's Office.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

457(b) Plan:
MONITOR:

Assess monthly performance reports prepared by recordkeeper and custodianReview of recordkeeper tracking of participant contributions to ensure compliance with IRS annual
contribution limitsAssist Plan staff in maintaining policies, procedures and internal controls

PROJECT MANAGEMENT:

Collect and review payment of investment management feesCoordinate, review and reconcile administrative expense account activityAssist with the preparation of the financial statement audit, including annual OBRA eligibility
assessmentAssist in presentations, outreach and marketing initiativesReview Plan communications pieces for accuracy

CUSTOMER SERVICE:

Respond to Participant inquiriesResearch and resolve discrepancies relating to participants' accounts and Plan accountsProcess and provide initial review on Unforeseeable Emergency Appeals
401(k) Plan:

MONITOR:

Review timely submission of employee and employer contributionsVerify participant election changes are implemented by employersConfirm distribution of all required participant notices and disclosures through 3(16) administrator and
recordkeeperAssist in the development of operational internal controls and the maintaining of policies and
procedures

PROJECT MANAGEMENT:

Intake new organization information to confirm Plan eligibility, ensure enrollment paperwork is in
good order, and properly catalogued for Plan recordsProvide ongoing review and feedback of recordkeeper's onboarding procedures for new employersWork closely with the Auditor, Operations Analysts, 3(16) administrator and recordkeeper to resolve
operational conflicts identified under annual compliance audits.Coordinate, review and reconcile administrative account deposit and expense activityAssist in presentations, outreach and marketing initiativesReview Plan communications pieces for accuracy

CUSTOMER SERVICE:

Engage with client organizations to request data.

OTHER DUTIES AND RESPONSIBILITIES:

Assist with Committee meeting preparationsMaintain Plan records, meeting minutes and correspondenceDevelop and distribute open meeting noticesSupport Plan operations and projects as needed

QUALIFICATIONS:

Preferred Bachelor's Degree or equivalent experienceOne to three years experience in project management and/or operations management Excellent presentation, communication, organizational and customer service skillsDemonstrated ability to contribute in a team environmentAbility to develop working knowledge of plan rules, applicable governing laws and regulationsProficiency with Microsoft Excel and WordProficiency with Adobe Acrobat

PREFERRED QUALIFICATIONS:

Interest in assuming a role with the potential for increased responsibilities over timePrior project management experienceExperience in 401(k) and defined contribution plan administration, employee retirement benefits

PHYSICAL REQUIREMENTS:

Ability to work Treasury standard hours 8:45am-5:00pmSitting for extended periods of time Ability to lift up to 15 lbs

QUALIFICATIONS:

Preferred Bachelor's Degree or equivalent experienceOne to three years experience in project management and/or operations management Excellent presentation, communication, organizational and customer service skillsDemonstrated ability to contribute in a team environmentAbility to develop working knowledge of plan rules, applicable governing laws and regulationsProficiency with Microsoft Excel and WordProficiency with Adobe Acrobat

PREFERRED QUALIFICATIONS:

Interest in assuming a role with the potential for increased responsibilities over timePrior project management experienceExperience in 401(k) and defined contribution plan administration, employee retirement benefits

PHYSICAL REQUIREMENTS:

Ability to work Treasury standard hours 8:45am-5:00pmSitting for extended periods of time Ability to lift up to 15 lbs