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Supervisor 401k and Compliance
Supervisor 401k and Compliance-January 2024
Lakeland
Jan 19, 2025
ABOUT PUBLIX
Publix is a leader in the supermarket industry because we’re not just in the grocery business—we’re in the people business.
10,000+ employees
Food & Beverage
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About Supervisor 401k and Compliance

  27256BR

  Position Title:

  Supervisor 401k and Compliance

  Department:

  Retirement

  Location:

  Lakeland, FL

  Description:

  **This is a hybrid position, in the office 3 days a week and remote 2 days a week.

  The Stock Programs 401(k) and Compliance Supervisor is to be accountable for the day-to-day administration of the third-party 401(k) SMART Plan. This includes, but is not limited to balancing the weekly wire transfers of approximately $6M and ensuring the vendor is appropriately administering enrollments and contribution uploads. The position holder is also responsible for ensuring the plan’s recordkeeper is operating within Internal Revenue Service (IRS), Securities and Exchanges Commission (SEC), ERISA and Department of Labor (DOL) regulatory guidelines.

  The Stock Programs 401(k) and Compliance Supervisor shall also be accountable for the day-to-day administration of Qualified Domestic Relations Orders (due to marital property rights, child support, or alimony) for the PROFIT Plan and 401(k) SMART Plan in accordance with the terms and conditions of the plan document and legal requirements of parties divorce or the state’s child support arrears.

  Req ID:

  27256BR

  Hours of Work:

  8:00 - 5:00, M-F

  State:

  Florida

  Frequency of Pay:

  Monthly

  Minimum Base Pay:

  5,020

  Additional Information:

  Your application may have additional steps that you will need to complete in order to remain eligible for consideration. Please be sure to monitor your email, including your spam folder, on a daily basis for critical, time-sensitive emails that could require action within 24-48 hours.

  Please do not use your Publix email address when applying. Once your application has been successfully submitted you will receive a confirmation email.

  Address:

  3300 Publix Corporate Parkway

  Potential Annual Pay with Bonus:

  65,260 - 99,190

  City:

  Lakeland

  Year End Bonus:

  As a year-end bonus to associates, Publix issues one month’s extra pay (pro-rated in the first year) each year if associate remains employed through issue date of the bonus check that year. This is calculated as a 13th month of pay in the Potential Annual Pay with Bonus line above.

  Maximum Base Pay:

  7,630

  Required Qualifications:

  High School diploma

  three (3) years of analyst or team lead experience and

  five (5) years working with the administration of retirement or stock plans

  knowledge of:

  various laws and regulations which affect the administration of defined contribution plans, including ERISA, Internal Revenue Code (IRC), Treasury regulations, DOL regulations, state requirements for POAs, and Family and Medical Leave Act (FMLA).

  various laws and regulations which affect the administration of the stock plans, including SEC regulations and federal and state legislation

  the administration of 401(k) and employee stock ownership plans and the Retirement department’s procedures are required.

  mainframe systems, QMF query writing capabilities (SQL), Publix’s host system, SAP, and Microsoft Word, Excel, Access and PowerPoint

  basic financial principles is required

  company policies, employment practices and procedures, and department policies/guidelines

  basic financial principles

  ability to:

  interpret and apply legal documents, plan documents, stock programs plan business processes (Publix and third-party recordkeeper), regulations and government legislation

  demonstrate a high level of maturity and tact

  work independently with little or no supervision along with being a member of a team

  handle conflict

  Skills:

  analytical and problem-solving

  strong organizational, planning and time-management

  strong technical and communication (verbal and written) with attention to detail

  interpersonal and leadership

  investigative and research

  willingness to work a flexible work schedule

  Preferred Qualifications:

  Bachelors Degree in a business-related or accounting field

  Three (3) years of supervisory-level experience working with restricted securities and broad knowledge of IRS, IRC, DOL and SEC regulations as it applies to restricted securities

  Qualified Domestic Relations Orders (QDRO)

  Zip Code:

  33811-3311

  Work Environment:

  Hybrid

  Benefits Information:

  Employee stock ownership plan that contributes Publix stock to associates each year at no cost

  An opportunity to purchase additional shares of our privately-held stock

  401(k) retirement savings plan

  Group health, dental and vision plans plan

  Paid Time Off

  Paid Parental Leave

  Short- and long-term disability insurance

  Tuition reimbursement

  Free hot lunches (buffet-style) at facilities with a cafeteria

  Visit our website to see all of our benefits: Benefits - Jobs (publix.com) (https://jobs-beta.publix.com/benefits/)

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