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.
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.
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.
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.
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.
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.
Lead and develop a team of Retirement Onboarding Specialists, managing caseloads and serving as escalation point.
Oversee the full retirement plan onboarding process, ensuring milestone accuracy and compliance.
Build scalable processes, maintain SOPs, and coordinate with recordkeepers, advisors, and internal teams.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's fastest growing private companies, it is certified as a Great Place to Work and values service, innovation, and expertise.
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.
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.
Directs day-to-day operations of retirement plans, providing mentoring and guidance to the retirement team.
Manages compliance and effectiveness of Jefferson retirement plans, working with internal and external partners.
Serves as subject matter expert for escalated retirement benefits inquiries and resolves issues through investigation.
Lehigh Valley Health Network is a nationally recognized health network offering compassionate, innovative care. With nearly 20,000 dedicated professionals, the organization fosters a collaborative culture focused on healing and community.
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.
Review team work for accuracy in nondiscrimination testing and compliance.
Provide coaching and training to junior staff based on quality review findings.
Monitor regulations and contribute to process improvement initiatives.
The company specializes in retirement plan administration and compliance, ensuring accurate and regulatory-compliant services for clients. It is a growing, nationally distributed organization with a fully remote work environment and a strong focus on continuous learning and professional standards.
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.