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3(16) Administrator

401K Safe

(Remote)

3(16) Administrator
Remote

Are you an experienced DC Retirement Plan expert with a “pension” for numbers and details?  Does digging into new regulations and/or guiding clients through the day-to-day retirement processes make you giddy? Do you enjoy being the subject matter expert and ensuring the absolute highest standards of fiduciary administration for clients? If the answer to any of these questions is “yes” or “Hmmm that sounds interesting”, then you need to explore this opportunity to join our team. 

We are seeking a 3(16) Administrator. As a key member of our team, you will play a critical role in delivering exceptional service and highly detail-oriented work for our clients and referral partners. 401K Safe is in the early stages of building an exceptional 3(16) business and is looking for a high-quality, motivated, and excellent 3(16) Administrator to service existing and new clients. Join us and help create the best work environment in the industry, as we believe that's the only way to deliver the best service to our clients and partners.

What Will You Do?

• Submit weekly, bi-weekly, semi-monthly, and monthly payroll contributions to the plan via recordkeeper websites
• Ensure accuracy and timeliness of participant deferrals and loan repayments submitted to recordkeepers
• Process and report participant deferral changes
• Determine participant eligibility in accordance with the provisions of the plan document
• Provide enrollment materials to newly eligible participants and track to ensure automatic enrollment is properly established in payroll
• Review and verify participant distribution and loan requests, communicating with participants regarding issues or when additional information is required
• Review and interpret plan documents as necessary
• Assist with delivery of required participant notices
• Respond to client, vendor, and advisor emails and calls
• Ensure payroll integrations are properly managed and monitored
• Work with our 3(16) Compliance Manager on the build out of new processes, procedures, and software to increase our efficiency

What Do You Bring to Us?

Intangibles:

• You are detail-oriented and committed to exceptional accuracy, while still maintaining a big-picture view of client relationships and service delivery.
• You are comfortable making judgment calls, conducting client conversations, and taking accountability for outcomes within your book of business.
• You thrive in a growing environment where processes are evolving and are excited to help shape how we scale our service model.
• You have no problem getting in the weeds to fully understand a problem and troubleshoot, but can elevate yourself and build process and structure to ensure the problem does not recur.
• You have a burning desire to provide exceptional customer service and know what matters most to plan sponsors, advisors, and recordkeepers
• You love dotting the I’s and crossing the T’s with everything! No detail too small

Background and experience:

• 2–5 years of experience in retirement plan administration, recordkeeping, or 3(16) fiduciary services
• Preferably knowledge of key 3(16) fiduciary responsibilities and duties
• Familiarity with industry tools such as PensionPro, plan recordkeeping systems, and plan document systems
• Clear communicator, strong follow-through, and highly organized.
• Comfortable handling sensitive information with professionalism and discretion.

What Can We Offer You?

• Direct collaboration with firm leadership and involvement in shaping our operating model
• Competitive base salary and bonus structure commensurate with experience and skills, with ample opportunities for career advancement.
• Employer-paid monthly premiums for health insurance, along with employee-paid options for dental, vision, and living benefits.
• Career and growth opportunities for team members looking to advance, with paid-for continuing education and conference attendance.
• Generous vacation and sick leave, starting with up to 18 days of paid time off in the first year and increasing with tenure.
• Paid Company holidays throughout the year.
• Non-elective 401k plan.
• Continuity of employment, as we are committed to remaining independent and not being sold.

Where Will You Work?

• The position is open to exceptional remote candidates.

At 401K Safe, we recognize that our team members are our greatest asset, and we are dedicated to empowering you through professional development and a healthy work-life balance. We celebrate your success and are actively expanding internal growth opportunities, allowing you to build a rewarding career with us.

If you are excited about this role and ready to join us, we invite you to apply through our link below.

How to Apply

Apply Now

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