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401(k) Implementation Analyst

Ubiquity Retirement + Savings

in Remote

Logo for Ubiquity Retirement + Savings

Company Description

Ubiquity Retirement + Savings®️ has a simple mission: to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support.

For over 23 years, we have helped workers save more than $2.8 billion toward their retirement and opened 401(k) plans for 10,000+ small businesses—pioneering a transparent, flat-fee experience. Our tenured team are retirement experts and future-you champions.

Ubiquity also produced a hard-hitting documentary with producers and editors from CNN, highlighting the challenges Americans face in saving for their futures. Watch Broken Eggs: The Looming Retirement Crisis in America today (link at the bottom of the post) and join the movement towards building a bright retirement.

Ubiquity is known for our unique and thriving company culture, our ongoing investment in our employees, and for providing a clear career path for your future. We average a 65 eNPS each quarter and our Glassdoor reviews reflect our focus on you. Do more here and make more of a difference to small businesses everywhere!

Learn more about our values: https://www.myubiquity.com/about/

Recognition 

  • Ranked #1 401(k) provider to small and medium-sized businesses across Google Reviews, Trustpilot and BBB
  • Rated as one of the 100 fastest-growing companies in the Bay Area by the San Francisco Business Times (for nearly a decade)
  • Ranked as one of the top 5000 fastest-growing private companies in the nation by Inc. Magazine (11 years running)
  • Listed as one of Business Week’s 100 fastest-growing inner-city companies in the nation (every year since 2012)

Ubiquity also produced a hard-hitting and feature-length documentary with producers and editors from CNN. Watch Broken Eggs: The Looming Retirement Crisis in America, today. https://www.youtube.com/watch?v=kmtjJVC_niI

See us in the news: https://www.linkedin.com/company/ubiquity-retirement-savings

Find out what our employees think: https://www.glassdoor.com/Reviews/Ubiquity-Retirement-Savings-Reviews-E101757.htm

Job Description

The 401(k) Implementation Analyst will work with the Implementation team to handle day-to-day IRS and DOL compliance matters as they relate to the onboarding of new clients. They will perform document review and assessments, as well as trust accounting and conversion asset posting for converting retirement plans. Additionally, the Implementation Analyst will collaborate with the Compliance department as they conduct seasonal high-volume projects such as 5500 preparations and filings, and non-discrimination testing for new conversion plans. They will interact with clients and internal service team members via email and occasionally by phone on a day-to-day basis to answer any questions that may require retirement plan compliance expertise.

Core Responsibilities

  • Take ownership of new client compliance issues and follow problems through to resolution
  • Ensure timely execution of time-sensitive conversion plan functions
  • Keep accurate records and document customer service actions and discussions in the company’s native systems and CRM (Salesforce)
  • Draft plan documents for new clients who have purchased the company’s 401(k) offerings
  • Review conversion reports, prior annual non-discrimination testing, 5500 filings, plan documents, and financial reports to assess suitability with the company’s available services and offerings
  • Maintain an orderly workflow according to priorities and Service Level Agreements (SLAs)
  • Assist relationship managers to answer questions about their clients’ new plans

Competencies

401k Industry - Working knowledge of ERISA regulations governing 401(k) and Profit Sharing Plans (defined contribution)

Customer Focus - Focuses on internal and external customers at all times. Takes customer’s perspective to find new ways to improve their experience. Emphasizes a team approach to providing great customer service. Seeks customer feedback and ensures needs have been fully met

Communication - Uses appropriate and effective language for any given situation, and actively engages in conversations to understand others’ message

Accountability - Takes responsibility for the quality, accuracy, and timeliness of their work, and is capable of achieving results with little oversight

Qualifications

  • 3-5 years experience in retirement industry, preferably in a compliance role
  • QKA designation preferred
  • Basic knowledge of non-discrimination testing, annual form 5500 preparation and filing, and annual Profit Sharing and Safe harbor benefit calculations.
  • Familiar with compliance testing software, 5500 software and tools (Ftwilliams, ASC, and others)
  • Comfortable multi-tasking and with advanced trouble shooting situations
  • Strong attention to detail and high degree of accuracy
  • Ability to diagnose problems and produce solutions
  • Ability to flex between working autonomously and as part of a team
  • Excellent follow through and communication through email, phone, and conference calls

Additional Information

This is a salaried, full-time position with a base salary range of $73 - 80k annually. Please follow application instructions carefully and note that a cover letter is required along with your resume. *Plus, find our four values on our website and list them in your cover letter.

We are focused on building a diverse and inclusive workforce. If you are excited about this role, but do not meet 100% of the qualifications listed above, we encourage you to apply.

We offer:

  • Competitive compensation package
  • Generous stipend toward premiums for medical, dental, and vision
  • Learning and development stipends
  • 401(k) Matching
  • Monthly wellness subsidies
  • Equity incentives
  • Flexible PTO policy
  • Time off for volunteering
  • Emphasis on internal promotions
  • Regular performance reviews
  • Remote work culture

Ubiquity Retirement + Savings is an equal employment opportunity employer for all applicants and employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by applicable local, state, or federal laws.

How to Apply

Apply Now


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