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Jr. Account Manager


in Remote

Logo for 401KInABox

Join 401Kinabox - Simplifying Retirement Plans for Small Businesses!

Are you passionate about making retirement planning easy and accessible for everyone? If so, we want you on our team at 401Kinabox!

About Us:

At 401Kinabox, we're a dedicated team providing hassle-free 401(k) and Defined Benefit Plan administration for small businesses. Our mission is simple: we aim to make retirement plans straightforward, convenient, and affordable, ensuring a secure financial future for business owners and employees alike.

The Opportunity: Retirement Plan Account Manager

Join us as a Junior Retirement Plan Account Manager, where you'll be the primary point of contact for a portfolio of 401(k) plans. Your role involves ensuring client satisfaction, smooth plan operation, and effective communication with plan sponsors, advisors, and CPAs. This is a fantastic opportunity to learn and grow in a rapidly expanding small company.

What Sets Us Apart:

Join a dynamic team of experienced retirement plan experts and technology professionals. At 401Kinabox, we leverage cutting-edge technology to simplify plan administration, making it as easy as possible for plan sponsors and their advisors.


  • Review 401(k) plan reports for accuracy.
  • Provide excellent customer service for day-to-day inquiries.
  • Proactively engage with clients and advisors.
  • Interpret plan documents and ensure compliance.
  • Explain contribution calculations to plan sponsors.
  • Learn to perform contribution calculations and annual 401k compliance testing.
  • Collaborate with recordkeeping platforms and payroll providers.
  • Assist clients and advisors on our website and applications.


  • At least 2 years of experience in administration within a TPA environment
  • Eagerness to learn and embrace new approaches.
  • Passion for delivering exceptional service.
  • Strong attention to detail.
  • Excellent verbal and written communication skills.
  • Comfort with technology and a willingness to provide feedback.
  • QKA preferred


  • Remote work environment.
  • Health, dental, and additional benefits.
  • 401(k) plan with a Safe Harbor match.
  • Competitive salary and incentive compensation based on experience.

If you're ready to be part of a team that simplifies retirement planning for small businesses, apply now! We look forward to welcoming you to the 401Kinabox family.

How to Apply

To apply, please email your résumé to

A Verified Employer
401KInABox has trusted BenefitsLink to help reach qualified candidates for this opening.

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