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New Retirement Implementation Specialist

Gusto
US

  • Manage the end-to-end onboarding experience for 401(k) plans, including new plan setups and conversions from existing providers.
  • Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video, guiding them through complex multi-step processes.
  • Monitor performance against key benchmarks and partner cross-functionally with Sales, Operations, and Legal to resolve issues and improve the client experience.

Analytical Skills Salesforce Communication
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Client Onboarding Analyst, New Plans

Ubiquity
US Unlimited PTO

  • Manage end-to-end onboarding of new 401(k) plans, ensuring compliance with ERISA, IRS, and DOL requirements.
  • Coordinate payroll integration and provide proactive communication to plan sponsors, advisors, and TPAs.
  • Maintain accurate case records in Salesforce and contribute to process improvements.

Ubiquity provides affordable retirement solutions and customer support to empower small businesses. The company fosters a remote-first, inclusive culture with a focus on employee well-being.

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New Retirement Plan Compliance Analyst, (RPA) Remote

Strongpoint Partners
$80,000–$90,000/yr
US Unlimited PTO

  • Administer full-cycle 401(k) and cross-tested retirement plans, including compliance testing and valuations.
  • Process participant transactions, reconcile assets, and prepare IRS forms.
  • Communicate with clients and recommend plan design changes for compliance.

Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses. Recognized as one of Inc. 5000's fastest growing private companies and a Great Place to Work, it operates a network of 19 firms.

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