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Retirement Plan Consultant, Operations

Human Interest

in San Francisco CA / Telecommute

Human Interest

Who are we?

Human Interest is a high growth venture-backed company that offers an easy and affordable 401(k) retirement plan for the modern workforce. We're a Series B company disrupting a massive but broken industry through empowering small to mid sized businesses to safeguard the financial futures of their employees -- something that only 14% are able to do today. We believe that all individuals deserve the opportunity for a secure financial future. We want idealistic and talented people to join our team of doers and builders.

Current 401(k) solutions for small businesses are built on legacy software, involve physical paper forms, and are sold with kickbacks to financial advisors whose interests are misaligned with the financial well-being of their clients. We've built an automated, paperless 401(k) that makes it possible for small businesses to offer a 401(k) benefit to their employees, and we’re proud to be working with 2,000+ businesses across the country!

Why Operations @ Human Interest?

This role will give you an opportunity to utilize all of your industry skills and knowledge in a unique and challenging way.  Most TPA firms have been around for a while and are set in how they do things, but this role gives you the opportunity to help create how this role will function with the organization.

Job Description

In this role, you will be the main channel of communication for all plan level contacts.  You will be responsible for making sure each plan runs smoothly during the year. You will also be required to conduct an annual document audit to ensure the plan is designed to give optimal results for each client.

What you get to do 

  • Maintain client relationships through consulting on all aspects of plan design and administration
  • Identifying and defining the client’s problems and finding ways to provide appropriate solutions
  • Regular communication with plan sponsors and their financial and/or legal advisors
  • Performing contribution calculations, cross-testing including year-end valuation
  • Convey your loan, hardship, and distribution knowledge
  • Prepare Forms 5500 and other government filings
  • Keep current with regulatory updates
  • Ensure the timely completion of all annual administration for assigned caseload
  • Service a geographically diverse client base
  • Work in a fast-paced startup environment

What you bring to the role

  • Excellent communication skills.  Must possess the ability to convey complex ideas clearly and concisely both orally and in writing
  • Bachelor’s degree or equivalent experience
  • 7+ years related experience in the qualified retirement plan industry where you have ideally demonstrated incremental growth in knowledge and responsibility 
  • Knowledge of retirement plan industry, ERISA, DOL & IRS regulations, and plan document issues
  • ASPPA and/or NIPA designations a plus
  • ASC Testing Software a plus
  • Positive and professional attitude
  • Strong client relationship skills
  • Ability to work as part of a team
  • Strong time management and organizational skills
  • Demonstrated proficiency in computer skills, including GSuite, Slack, Word, Excel, and PowerPoint
  • Ability to quickly learn new systems/technology

Why Work With Us?

Our Team

  • We have a world-class team from diverse backgrounds, each with a track record of success. We come to work every day knowing we're working on an important problem: helping people save for retirement at a critical time when pensions are going extinct and Social Security isn't enough.
  •  We are a Series B company, and we count over 2,000 businesses all over the United States as our customers. We're proud to be working with business owners and employees who are doing amazing work across a variety of industries: technology, construction, retail, medicine, nonprofit, and many more!

Our Mission

  • We believe that all individuals deserve the opportunity for a secure financial future. We want idealistic and talented people to join our team of doers and builders.
  • You'll be given autonomy and many responsibilities, all while working with a fun and passionate team of entrepreneurs. Above all, you'll help us solve the #1 financial concern for Americans: not having enough money for retirement.

Diversity and inclusion help us do better as a business, and we deliberately build processes to create a workplace where all are welcome and accepted. We're proactive and purposeful in prioritizing diversity and inclusion internally not only because it's the right thing to do, but also because we believe it's the only way to effectively create products and services that can be truly helpful to all people.

Human Interest acknowledges the fundamental value and dignity of all people. We've pledged ourselves to developing and maintaining an environment that respects diverse traditions, ideas, heritages, and experiences. We're committed to honoring our differences by accepting nothing less than equitable treatment of all applicants and employees.

Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, or any other characteristics protected under federal, state, or local laws.

Our Benefits

As an employee benefits company, benefits are very important to us, and Human Interests philosophy is to be generous when it comes to employees' wellness. Here's what we currently offer:

  • A great 401(k) plan: our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation.
  • Top-of-the-line health insurance plans, as well as dental and vision insurance, short term and long term disability with premiums fully paid for by the company.
  • An annual membership to One Medical Group, with membership fees paid by Human Interest.
  • Commuter benefits (use pre-tax money to pay for public transportation.
  • FSA with an employer contribution of $500 per year.
  • Dollar-for-dollar match of employee donations to non-profit 501(c)(3) organizations, up to $500 per year.
  • Healthy snacks and drinks available at our office.
  • Parental leave policy
    • Primary caregivers: 16 weeks PTO
    • Secondary caregivers: 8 weeks PTO
    • Time off can be taken any time within the first 12 months of the child's birth

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates.  We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services and recruiting agencies.

How to Apply

Apply online using this link:  https://boards.greenhouse.io/humaninterest/jobs/2110576


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