Associate Plan Administrator, Onboarding
New
A
AboonRetirement plan administration
This role is open to candidates based in the US.Full-TimeMiddle
SalaryThe base salary range for this role is $70,000-$80,000, depending on experience, skills, and location. Total compensation also includes an annual bonus and equity.
Apply NowOpens the employer's application page
Job Details
- Experience
- Minimum 2 years in retirement plan services, with direct experience implementing startup and takeover plans
- Required Skills
- Google Workspace
Requirements
- Have a minimum of 2 years in retirement plan services.
- Have direct experience implementing startup and takeover plans.
- Have working knowledge of defined contribution plans and plan document provisions.
- Understand IRS and DOL requirements.
- Have excellent verbal and written communication skills and experience in client-facing environments.
- Demonstrate strong time management and the ability to meet deadlines in a fast-paced environment.
- Be proficient in Google Workspace and task and project management software.
- Associate's or Bachelor's degree in Business Administration, finance, accounting, or a related field is nice to have.
- Experience with plan document software such as ftwilliam and major recordkeeper platforms is nice to have.
- Hands-on experience with ChatGPT, Claude, Copilot, or similar AI tools is nice to have.
- Familiarity with 3(16) fiduciary services and payroll submission processes is nice to have.
- Pursuing or holding ASPPA Qualified 401(k) Specialist (QKS) or Qualified 401(k) Administrator (QKA) is nice to have.
Responsibilities
- Manage startup and takeover projects with Relationship Managers from document collection through the first contribution.
- Collect, review, and analyze employer and employee data, including historical data for takeover plans.
- Draft new plan documents and submit plan design specifications to recordkeepers.
- Validate plan setup across internal and external systems and review, validate, and transmit employee census data.
- Coordinate required 3(16) documents and participant notices with clients and recordkeepers.
- Review the first payroll for timeliness and accuracy, and work with the Relationship Manager and recordkeeper to help resolve issues.
- Guide clients and their authorized representatives through plan installation and coordinate communications with financial advisors and recordkeepers.
- Track plan installation progress and maintain complete records and timely status updates.
- Identify delays, roadblocks, and process improvements, including opportunities to streamline repetitive work with AI.
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