Retirement Specialist Job at Gray, Inc., Lexington, KY

  • Gray, Inc.
  • Lexington, KY

Job Description

We are seeking a  Retirement Specialist , ideally with 401K and ESOP experience, to join our team in Lexington, Kentucky.

Why Gray?


Gray is a fully integrated, global service provider deeply rooted in engineering, design, and construction, along with smart manufacturing and equipment manufacturing services. Consistently ranked as a leader in the industry, we focus on the following markets for domestic and international customers: Food & Beverage , Manufacturing , Automotive , Distribution , Mission Critical , and Commercial .


Founded in 1960, Gray’s robust offering enables us to create one-of-a-kind solutions at the highest levels of customization, delivering unmatched precision and partnership to some of the world’s most sophisticated organizations. Still, these areas don’t define Gray—our people do. Passion, commitment, and a great team spirit all speak to the team members at Gray.


What we expect… (Essential Functions)

  • Responsible for setup of new hires for the Gray Retirement Savings plan (401k). To include accurate data entry; data uploads and follow up with team members until enrollment is complete. Responsible for uploading new hires in enrollment system and with the 401k provider and terminating team members as needed. 
  • Process weekly files for 401k contributions.
  • Complete quarterly self-audits of 401k contributions.
  • Assist with 401k mergers for newly acquired companies.
  • Process Qualified Domestic Relations Orders (QDROs).
  • Manage Retirement Savings plan voluntary corrections as needed.
  • Assist with annual non-discrimination testing.
  • Resolve team member inquiries regarding the 401k and Gray Employee Stock Ownership Plan (ESOP) timely and with thorough research and documentation.
  • Assist with annual census compilation. To include requesting census in specific format from all of Gray’s various sister companies; reformatting as needed; and combining to create one final census file for auditors.
  • Assist with the annual 401k and ESOP audits. To include gathering information requested by the auditors; requesting documents from various departments/outside organizations; and uploading items on secure audit site.
  • Complete annual mailings for the 401k and ESOP (required notices, ESOP statements and new entrant packets, etc.)
  • Manage annual ESOP distributions and diversifications process.
  • Main point of contact with 401k and ESOP counsel, third party administrators & custodian.
  • Responsible for creating and maintaining data points/charts/graphs in relation to the ESOP.
  • Manage plan documents, summary plan descriptions, etc.
  • Assist in annual filing of 5500s for the 401k and ESOP.
  • Responsible for team member ESOP and 401k education and training.
  • Maintain ESOP administration timeline to ensure all deadlines are met.
  • Maintain strict confidentiality of team members’ personal information.
  • Other duties may be assigned.

Who we want… (Requirements)


The successful candidate will have a bachelor’s degree from a four-year college or university; and a minimum four years related experience and/or training in retirement plans, benefits, finance or human resources; or equivalent combination of education and experience. Advanced Excel skills required. 


The new team member should be an energetic, self-motivated individual who enjoys a team environment, as well as a passion for collaboration and professional development. If you are a high achiever striving to exceed expectations in a fast-paced innovative company, then Gray is the place for you.


EEO Disclaimer


Gray is proud to be an Equal Opportunity Employer and welcomes everyone to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability. 



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