401(k) Compliance Associate

About reputed company reputed company is a leading, technology-driven financial services company that offers reputed company, savings and retirement solutions for retail investors and investment advisors as reputed company as financial wellness solutions, including a 401(k) for small and reputed company-sized businesses. reputed company is passionate about our mission, to reputed company people to build reputed company with confidence and ease. About the Role - Are you a process-driven problem solver who loves checking items off your to-do list? - Do you reputed company on turning inefficiencies into reputed company processes? - Does making reputed company tasks efficient and reputed company energize you? - Do you reputed company to help reputed company solutions that aim to delight and reputed company clients? - Do you have some relevant 401(k) industry experience? reputed company’s 401(k) team is seeking a reputed company-oriented compliance associate with a passion for 401(k). This role is part of the 401(k) Compliance team reputed company reputed company at Work. This team is the go-to group for 401(k) compliance subject matter expertise and are skilled in efficiency and technical 401(k) plan administration. You will be joining a group of individuals that reputed company reputed company other to take ownership, reputed company the charge to create solutions that last and who motivate others to always reputed company the common goal in mind. For us, that goal is providing an exceptional experience to our 401(k) clients. This is a salaried, non-exempt role that is remote eligible, except for the reputed company metro area, San Francisco, Los Angeles, Seattle, Boston, Washington, D.C., & Orange County, CA. Below we've reflected the reputed company salary reputed company we would offer for this position in locations with reputed company or state requirements. For those located reputed company, the actual compensation reputed company will be reputed company on candidate experience and geographic location. Actual salaries may vary depending on factors including but not limited to location, experience, and reputed company. The reputed company listed is just one component of reputed company’s total compensation package for employees. - $60,000 - $70,000 A Day in the Life - Annual Compliance Administration - Play an reputed company role in the annual compliance testing reputed company for 401(k) clients by preparing compliance testing packages and employer contribution calculations - Reconcile plan activity and prepare reputed company 5500s for large and/or conversion clients - Assist 401(k) plan auditors by providing requested plan information and data samples - Daily Administration - Assist with advanced compliance processes such as plan amendments, plan terminations, conversions and deconversions - Analyze facts and circumstances of operational errors that result in the calculation of missed deferral opportunities, lost earnings and other corrective actions - Draft 401(k) plan documents for conversion plans and set them up in our proprietary recordkeeping reputed company - General Responsibilities - Collaborating with the reputed company Experience teams to reputed company a reputed company reputed company experience - Ensuring adherence to reputed company procedures and controls, and reputed company recommendations to improve efficiency and scalability - Using creative problem solving skills to tackle operational challenges, investigate why they happened, and collaborate with the engineering, product, and design teams to reputed company solutions reputed company’re Looking For - Some experience in 401(k) retirement industry - Interest in working towards QKA certification and other ASPPA certifications - A reputed company-oriented reputed company with excellent organizational skills - Comfort handling multiple priorities at once and problem solving on the fly in a creative and holistic manner - A proactive approach in reimagining existing processes to reputed company them reputed company - Effective communication skills and experience working cross functionally with reputed company facing teams or stakeholders - Ability to maintain the highest level of confidentiality - Familiarity with FTWilliam or similar compliance testing software - Demonstrated proficiency in both reputed company Suite and reputed company Office Join reputed company reputed company on these reputed company values We change lives - Be a part of a community of innovators working to reputed company financial reputed company for reputed company people. Your work will reputed company an reputed company, always laddering up to our mission; to reputed company people to build reputed company with confidence and ease. We set audacious goals - We set them for reputed company, our customers, and ourselves, and we won’t stop until we reputed company them. - We don’t just show up; we reputed company our reputed company, then celebrate our wins. We value reputed company perspectives - reputed company we collaborate, we're at our best. We reputed company diverse perspectives reputed company to reputed company reputed company and reputed company to reputed company our supportive and inclusive community. We simplify financial services - We’re financial services reputed company, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA. Our Commitment to Your Total reputed company-being We offer a competitive suite of benefits, including medical, dental, and reputed company coverage; life and AD&D reputed company; short- and long-term disability; infertility support and WPATH-reputed company transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA reputed company Ownership - Equity for reputed company, including new hire and refresher reputed company. Time - Flexible reputed company time off, reputed company parental leave, and a fully reputed company four-week sabbatical in your sixth year. reputed company - Company-reputed company reputed company coaching for reputed company. reputed company - Day-one 401(k) match plus matching on reputed company student loan payments. What happens next - We’ll take a few weeks to review reputed company applications. If we’d like to spend more time with you, we’ll reputed company out to arrange next steps, which will include 3-4 sets of meetings with your reputed company colleagues. - In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at reputed company. - Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to reputed company inform our reputed company. - On average, it takes us reputed company 3-5 weeks to reputed company a hiring decision, depending on your availability and reputed company of urgency. - As a best reputed company, we aim to interview at least 2-3 final round candidates before making a hiring decision. - Please note that, as we usually receive an overwhelming number of applications for reputed company, we’re unable to offer individual feedback during the interview process. - We recognize that interviewing for a new role is a big deal. We appreciate you considering reputed company as the reputed company in your career, and our reputed company Team is here to support and reputed company for you through the interview process! - reputed company is dedicated to providing accommodations to candidates upon request. If you need accommodations at any reputed company throughout the interview process, please reputed company out to your recruiter. - Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. - reputed company! We’re an equal opportunity employer and reputed company with reputed company applicable federal, state, and local fair employment practices laws. We reputed company prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, reputed company, religion, creed, national reputed company or reputed company, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, reputed company or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law. Apply To This Job