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 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.
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.
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.
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.
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.
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.
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.
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.
Coach and mentor a team of Partner Account Managers to achieve and exceed revenue goals.
Recruit and retain Partner Account Managers by hiring for required skills and coaching sales processes.
Drive a culture of accountability while traveling within your region and nationally.
Human Interest is a fintech company on a mission to make retirement benefits accessible to employees of small and medium-sized businesses. They are a high-growth company backed by top investors including BlackRock and SoftBank, with a culture focused on customer obsession and long-term orientation.