Administer full-cycle operations for a book of 401(k) and cross-tested plans.
Perform compliance testing, valuations, and IRS form filings.
Serve as a client contact on plan administration with a detail-oriented approach.
Strongpoint Partners is a tech-enabled retirement services platform for small- to mid-sized businesses, offering administration, recordkeeping, payroll, and HR solutions. An Inc. 5000 fastest-growing company and Great Place to Work, it values flexibility, diversity, and work-life balance.
Provide flexible coverage across new plan onboarding, conversions, and client servicing based on business volume and team capacity.
Support new plan setup and conversion execution from contract through go-live, including plan design review, coordination, and client education.
Conduct client onboarding meetings, provide inbound phone coverage, and assist with case escalations and document management.
Ubiquity Retirement and Savings provides retirement plan services including 401(k) administration and client onboarding. The company fosters a fully remote, flexible work culture with a focus on team collaboration and client satisfaction.
Manage the end-to-end onboarding of new 401(k) plans, from contract through go-live, using Salesforce and internal tools.
Draft plan documents, coordinate payroll integrations, and ensure compliance with ERISA, IRS, and DOL requirements.
Serve as the primary contact for plan sponsors, advisors, and TPAs, providing proactive updates and platform education.
Ubiquity Retirement and Savings provides retirement plan recordkeeping and 401(k) solutions for businesses. They are a fully remote, technology-driven company focused on client success and employee well-being.
Maintain client relationships and advise on technical and regulatory requirements for combo plans.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. It is recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work.
Review work product prepared by team members, including testing, trust accounting, and 5500 forms.
Provide feedback and training to junior staff while interpreting plan documents and regulations.
Drive process improvement and stay current on regulations and legislation affecting retirement plans.
Nova 401(k) Associates is a national third-party non-producing administration firm focused on retirement plan compliance and administration. The company is vibrant and growing, with a nationally recognized sales team and a culture that supports career advancement and professional development.
Respond to participant inquiries about employer-sponsored savings and retirement plans.
Assist clients with transactions such as withdrawals, deposits, and retirement rollovers.
Provide support and guidance while complying with internal policies and maintaining client relationships.
New Era Technology securely connects people, places, and information with end-to-end technology solutions at scale. With a global team of over 3,000 professionals, they prioritize a People First culture focused on continuous learning, collaboration, and employee development.
Communicate extensively with customers to identify needs and establish their 401(k) plans.
Educate and guide new customers on their choices to help employees save for retirement.
Drive the onboarding process, managing stakeholders to keep customers engaged and on track.
Human Interest is on a mission to make retirement benefits accessible to all working Americans by offering affordable 401(k) plans to small and medium-sized businesses. It is a high-growth startup backed by $700M with a collaborative culture.
Provide accurate and timely service for investment operations, transactions, and stakeholder inquiries.
Analyze operational data to identify trends, resolve issues, and recommend process improvements.
Support regulatory compliance and contribute to operational initiatives in a structured remote environment.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies through objective application review. It supports remote and diverse roles while maintaining an inclusive and equitable recruitment process.
Enter and organize client data in IncomeLab, Holistiplan, and HubSpot with high accuracy.
Run retirement projections, tax scenarios, and Roth conversion analysis to support advisor prep.
Work through detailed checklists and QA processes, moving from data setup to building full plans over time.
Peak Financial Planning is a fee-only RIA focused on retirement income planning, delivering $8,000 four-month engagements covering Social Security, tax-aware withdrawals, and Roth conversions. The firm is a small, remote-first team with a structured training system and a clear promotion path to Financial Planner.
Lead plan design discussions with new clients to guide them through retirement plan provisions. - Manage multiple onboarding cases while ensuring accuracy and meeting SLAs. - Partner with internal teams to translate client decisions into accurate plan documentation.
Ubiquity Retirement and Savings provides retirement plan solutions for businesses. The company fosters a fully remote, flexible work culture with a focus on client service.
Develops and implements multi-channel participant communications strategies for high-profile retirement clients.
Collaborates with clients and internal teams to deliver compliant, engaging plan communications on time and budget.
Mentors team members and manages quality, metrics, and strategic initiatives.
Empower is a financial services company helping people achieve financial freedom through retirement savings and investment solutions. It fosters a flexible, inclusive culture with internal mobility and community involvement.
Provide professional and timely service to internal and external customers regarding benefit administration.
Resolve benefit service issues with internal staff and outside vendors.
Perform monthly reconciliation of Carrier invoices to report to customers.
OneSource Virtual (OSV) works exclusively with Workday customers to automate payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers and 92% retention, OSV offers a values-based culture and professional development.
Deliver personalized financial advice to retirement plan participants on financial health and retirement readiness.
Use proprietary tools to develop tailored investment and retirement strategies and implement actionable plans.
Lead virtual and in-person education sessions and document interactions in Salesforce.
Empower is a financial services company that helps individuals achieve financial freedom through retirement planning, investment management, and personalized advice. The company fosters a flexible, inclusive culture that encourages internal mobility, well-being, and community involvement.