401(k) Plan Specialist
401GO
Date: 3 weeks ago
City: Sandy, UT
Contract type: Full time
401GO is a rapidly growing fintech start-up with a relentless focus on helping hard-working Americans prepare for retirement. We have built the world's most advanced and fully automated retirement platform, and we are seeking an experienced 401(k) Plan Specialist to join our team. This role will assist with compliance-required document reviews, plan transfers, corrections, and profit-sharing processes.
Who We’re Looking For
We need a highly skilled professional with multiple years of experience in 401(k) administration who is comfortable navigating all aspects of a company's 401(k) plan, including compliance, plan document provisions, and required corrections. While we prefer a Utah-based candidate, we are open to considering qualified applicants from across the United States.
Key Responsibilities
Who We’re Looking For
We need a highly skilled professional with multiple years of experience in 401(k) administration who is comfortable navigating all aspects of a company's 401(k) plan, including compliance, plan document provisions, and required corrections. While we prefer a Utah-based candidate, we are open to considering qualified applicants from across the United States.
Key Responsibilities
- Provide expertise and guidance to customers and internal teams regarding 401(k) compliance and administration.
- Conduct compliance-related reviews, including Nondiscrimination Testing (ADP/ACP, Top Heavy, 410(b), etc.) and profit-sharing calculations.
- Navigate and interpret plan documents (adoption agreements, SPDs, disclosures, and notices) and assist with amendments or modifications as necessary.
- Assist in 401(k) plan conversions and transfers from one provider to another.
- Work closely with the Client Success Team to support customers with compliance-related issues.
- Ensure timely and professional communication with internal and external stakeholders.
- Identify process improvements to enhance efficiency without sacrificing quality.
- 4+ years of experience in ERISA 401(k) administration.
- Deep understanding of 401(k) compliance regulations, corrections, and nondiscrimination testing.
- Experience with plan document interpretation and modification.
- Strong analytical and problem-solving skills.
- Excellent communication skills, both written and verbal.
- Ability to quickly learn and navigate new systems.
- Highly organized with a strong time management skillset.
- A collaborative mindset—able to support team members and contribute to company growth.
- QKA certification is preferred but not required.
- Experience in 401(k) plan conversions.
- Prior start-up or fintech experience.
- Background in payroll integration with 401(k) plans.
- Familiarity with Getting Things Done (GTD) methodology.
- Ability to speak fluent Pig Latin (kidding, but hey, if you can, that’s fun!).
- An awesome 401(k) plan (of course!).
- Generous stock option plan—be part of our growth and success.
- Flexible work environment—work where you’re most productive.
- Health insurance coverage.
- Flexible work hours—get your best work done on your schedule.
- Plenty of PTO—we believe in work-life balance.
- Fully stocked kitchen (when you’re in the office).
- At 401GO, we believe in investing in our employees just as much as we invest in helping Americans secure their financial future. If you’re passionate about 401(k) administration and want to be part of a fast-paced, innovative company, we’d love to hear from you!
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