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.
Lead, coach, and develop a team of onboarding professionals to ensure timely and successful client implementation.
Oversee team performance, capacity, and workload, driving key onboarding metrics and identifying risks.
Partner with cross-functional teams to improve processes and deliver a connected customer experience.
Bloomerang is a donor management and fundraising platform for nonprofits, helping them raise more, recruit more, and retain more. They have tens of thousands of customers and foster a mission-driven culture based on core values of Simplify, Care, and Act.
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.
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.
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.
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.
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.
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.
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.
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.
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.