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• 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.

• 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.

• Provide excellent client and advisor experience during plan implementation.
• Coordinate data collection and act as a liaison between clients, advisors, and platform providers.
• Set up internal systems and load information into compliance software.

We are a vibrant and growing national third-party administration firm specializing in retirement plan services. We have a nationally recognized sales team and offer advancement opportunities for our professionals.

• Develop new business opportunities with financial advisors, RIAs, and recordkeepers to promote retirement plan services.
• Deepen distribution networks and build long-term partnerships with key industry intermediaries.
• Execute targeted sales strategies, manage pipeline, and report through HubSpot CRM.

Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses, offering integrated third-party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's fastest-growing private companies and certified as a Great Place to Work, it employs a collaborative team that values diversity and growth.

• Orchestrate the transition to holistic financial wellness programs by working closely with clients to understand their unique needs and goals.
• Develop and implement tailored financial wellness strategies aligned with client objectives and culture.
• Foster strong client relationships, ensure program success, and drive participant engagement through education and advocacy.

CAPTRUST is a wealth management and retirement planning firm that provides financial wellness and advisory services to clients. The company fosters a collaborative culture and offers opportunities for professional growth, with a focus on high standards and employee engagement.

• Build and scale the plan services function with clear processes and automation.
• Lead AI adoption and workflow automation to improve operational metrics.
• Recruit and develop a world-class operations team and serve as subject matter expert on retirement plan regulations.

Aboon is an AI-native third-party administrator (TPA) that simplifies retirement plan administration for advisors and businesses by combining streamlined workflows with dedicated human service. Backed by investors like Bain Capital and Edward Jones Ventures, the company is a lean, fully remote team that values autonomy and trust.

• Serve as the ERISA/compliance escalation point for complex plan provisions and Adoption Agreement interpretation.
• Own end-to-end quality assurance for the plan review process and develop internal tooling for scalable review.
• Build and deliver internal training and reference materials for non-specialist teams, and partner with Legal on regulatory interpretation.

Gusto is a modern payroll and HR platform that empowers small businesses by handling payroll, benefits, and more. With over 500,000 customers and offices in Denver, San Francisco, and New York, the company fosters a collaborative and inclusive culture.

• Take full ownership of a caseload of defined contribution retirement plans, including 401(k) and cross-tested plans.
• Perform compliance testing, communicate with clients on plan mechanics, and research compliance topics.
• Shadow senior administrators to enhance technical knowledge and maintain a collaborative team approach.

Strongpoint Partners is a tech-enabled retirement services platform providing integrated retirement plan administration, recordkeeping, payroll, and HR solutions for small to mid-sized businesses. Recognized as one of Inc. 5000's fastest-growing private companies and certified as a Great Place to Work, Strongpoint fosters a culture of collaboration, innovation, and service excellence across a coast-to-coast network.

• Take requested conversations with clients who already requested help on financial-protection options.
• Explain benefit options simply and help clients enroll when it is a fit.
• Keep a clean follow-up rhythm and maintain activity-based performance metrics.

Global Elite Empire Consultants provides financial-protection options and benefit consulting services. The company offers a remote working environment with a focus on coaching and career growth for motivated individuals.

• Take requested conversations — no cold lists
• Explain benefit options simply and help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Global Elite Empire Consultants helps people understand and enroll in financial-protection benefit options. They provide a remote work environment with coaching and leadership opportunities for motivated individuals.

• Take requested conversations with no cold calling.
• Explain benefit options simply and help clients enroll when it's a fit.
• Maintain a clean follow-up rhythm to drive results.

Global Elite Empire Consultants helps clients with financial-protection options. The company offers a remote career with coaching and a path into leadership for those who produce.

• Take inbound calls from clients who have already requested help with financial-protection options.
• Explain benefit options clearly and assist clients in enrolling when the products fit their needs.
• Keep a clean follow-up rhythm to ensure ongoing client engagement and satisfaction.

Global Elite Empire Consultants helps individuals secure financial-protection options through inbound client conversations. The company fosters a remote, results-driven culture with coaching and clear paths to leadership for high performers.

• Work from home and present via web.
• Help families with meaningful benefits conversations.
• Enjoy a schedule built around real life, with ongoing support and mentorship.

Global Elite Empire Consultants provides fully remote, client-facing financial services, pairing team members with growing teams to enroll and support clients who asked for guidance. They emphasize training, mentorship, and a flexible schedule that builds around real life.

• Provide excellent client/advisor experience during the implementation phase of retirement plans
• Act as a liaison between clients, advisors, and platform providers to manage plan timelines
• Audit plan data, review adoption agreements, and configure internal software for accurate record keeping

Nova 401(k) Associates is a national third-party administration firm specializing in 401(k) plan services for clients and advisors. They have a nationally recognized sales team and a collaborative culture that offers growth opportunities for professionals.

• Partner with business stakeholders to gather, document, and prioritize requirements for automation initiatives.
• Translate complex retirement industry needs into detailed functional specifications and user stories for development teams.
• Map current-state processes and design future-state workflows to identify automation opportunities.

Nova 401(k) Associates is a national third-party, non-producing retirement plan administration firm. They have a nationally recognized sales team and provide career advancement opportunities for their professionals.

• Act as the single point of contact for plan sponsors, delivering superior customer service and solving issues.
• Communicate key plan features, assist with compliance, and manage annual testing and reporting.
• Maintain up-to-date knowledge of ERISA legislation and collaborate cross-functionally to optimize customer plans.

Human Interest is on a mission to ensure that all workers have access to retirement benefits by making it affordable for small and medium-sized businesses. It is a high-growth fintech company backed by top investors including BlackRock, SoftBank, and TPG, and has been recognized as a Great Place to Work.