Supervisor, 401K and Compliance

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

As the Stock Programs 401(k) and Compliance Supervisor you will 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 401(k) 3rd party plan vendor is appropriately administering enrollments and contribution uploads. You will also responsible for ensuring the 401(k) plan is operating within Internal Revenue Service (IRS), Securities and Exchanges Commission (SEC), ERISA and Department of Labor (DOL) regulatory guidelines.

In this role, you will 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. The PROFIT Plan is an Employee Stock Ownership Plan (ESOP), a qualified defined contribution plan that invests primarily in Publix Stock.

As the Supervisor of 401(k) and Compliance, your will be required to have the following:High School diploma or its equivalent 3 years of supervisory-level experience and five years working with the administration of stock plansknowledge 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).laws and regulations which affect the administration of the stock plans, including SEC regulations and federal and state legislationthe administration of 401(k) and employee stock ownership plans and the Retirement department’s procedures are required.Qualified Domestic Relations Orders (QDRO)mainframe systems, QMF query writing capabilities (SQL), Publix’s host system, SAP, and Microsoft Word, Excel, Access and PowerPointcompany policies, employment practices and procedures, and department policies/guidelinesbasic financial principlesability to:interpret and apply legal documents, plan documents, stock programs plan business processes (Publix and third-party recordkeeper), regulations and government legislationdemonstrate a high level of maturity and tactwork independently with little or no supervision along with being a member of a teamhandle conflictskills including:analytical and problem-solving strong organizational, planning and time-management technical and communication skills (verbal and written) with attention to detailinterpersonal and leadership investigate and research willingness to work a flexible work schedulePreferred Qualifications :Bachelors Degree in a business-related or accounting field5 years of management-level experience working with restricted securities and a broad knowledge of SEC regulations as it applies to restricted securities