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401(k) Retirement Plan Consultant

Aboon

in Remote

Logo for Aboon

About Aboon

Aboon is a technology company serving as a digital Third Party Administrator (TPA) for 401(k) plans. We are dedicated to supporting financial advisors and employers offering 401(k) plans through our scalable and user-friendly platform. Our mission is to educate and simplify the process for employers and advisors, making the administration of retirement plans a seamless and efficient experience. Aboon is well funded and supported by a team that has decades of experience building fintech, SMB, and retirement platforms.

Position Overview

This isn’t your everyday TPA experience! We are seeking an innovative and tech-forward 401(k) Retirement Plan Consultant to join our growing team. This is an exciting opportunity to be our first administrator/consultant, playing a key role in shaping the future of our services. The ideal candidate will have a passion for problem-solving, building creative solutions, and improving the 401(k) client experience.

Responsibilities

The role will evolve as our team grows, and you’ll have a hand in shaping that evolution. Initially, you can expect to:

  • Serve as the primary point of contact for 401(k) plan clients, providing exceptional service and support.
  • Prepare, review, and deliver plan documents, disclosures, and amendments to meet client goals and align to various Recordkeeper products.
  • Perform required non-discrimination testing and ensure compliance with ERISA and IRS regulations.
  • Review payroll and employee data to determine eligibility and calculate employer contributions.
  • Analyze and reconcile plan assets and deposits (where 3(16) services are performed).
  • Review and approve participant distribution, loan, and rollover contribution requests.
  • Prepare relevant informational and tax forms, including Form 5500, Form 8955-SSA, and Form 5330.
  • Consult with clients on plan errors and corrections under IRS and DOL programs.
  • Utilize advanced Excel skills to create and manage complex formulas to streamline plan administration – effectively prototyping and testing future platform builds.
  • Proactively identify and implement improvements to existing processes and client service practices.
  • Stay current with industry developments and regulatory changes to ensure ongoing compliance and best practices.
  • Partner with our product and engineering teams to develop tools to streamline servicing workflows and provide feedback to help improve our platform for advisors and their clients.

Qualifications

  • Minimum of 3-5 years of experience in 401(k) plan administration.
  • Proficiency in Microsoft Excel, with the ability to build complex formulas.
  • Strong problem-solving and analytical skills.
  • Excellent communication and interpersonal skills.
  • Highly self-motivated and capable of working independently.
  • Detail-oriented with a positive attitude and a desire to learn and grow.

Nice to Haves

  • ASPPA QKA (Qualified 401(k) Administrator) or higher certification is preferred.
  • Familiarity with ftwilliam.com administration and reporting software.
  • Experience in consulting on plan design, explaining testing results, and reviewing plan administration and corrections with clients and advisors.
  • Ability to manage a book of business with seasonal deadlines based on IRS and Department of Labor regulations.

What We Offer

  • Competitive base salary and equity with potential for bonuses and incentives.
  • Comprehensive benefits package, including health, dental, and vision insurance, added optional insurances.
  • Generous paid time off and holidays.
  • Remote work environment with all necessary technology and equipment provided.
  • Opportunities for professional development and career growth.

Why Join Aboon?

At Aboon, we believe in fostering a diverse and inclusive work environment where all employees are valued and respected. We are committed to continuous learning and improvement, both for our clients and our team members. If you are passionate about retirement plan consulting and looking for a place to grow and innovate, we would love to hear from you!

Compensation

The anticipated base salary for this position ranges from $60,000 to $110,000 per year. The final base pay will be determined based on various factors, including market location, job-specific knowledge, skills, and experience.

How to Apply

Please submit your resume detailing your experience to careers@aboon.com.

Aboon is an Equal Opportunity Employer. We encourage applications from all qualified individuals and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected status.


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