K Plans Team Leader

Overview

This position is 100% remote. The location was added to increase visibility on job boards.

401(k) Plans Team Leader

Do you enjoy being a go-to person for complex 401(k) plan questions and also guiding team members, identifying process improvement opportunities, and keeping your hands on a small caseload of 401(k) Plans? If this combination of leading team members and also expertly managing your own small caseload appeals to you, then this opportunity could be a great next career step.

• Lead a team of 401(k) plan administrators
• Manage schedules and workload distribution
• Answer questions from the team, resolving complex plan issues
• Identify process improvements and help implement solutions
• Participate in training and onboarding of new team members
• Support professional development across the team
• Maintain a small caseload of plans
• Foster a collaborative, supportive culture

• 5+ years of Retirement industry experience administering small 401(k) plans
• Experience interacting with clients to discuss qualified plans
• Experience with Pension Pro, Datair, or ftwilliam
• ASPPA or NIPA credentials or a desire to attain them

• Competitive base salary and bonus structure with opportunities for career advancement
• Employer-paid premiums for health insurance and employee-paid options for dental, vision, and living benefits
• Paid time off and sick leave that increases with tenure
• Non-elective profit-sharing plan
• An environment that prioritizes work-life balance

While the company does maintain a physical office, you can work 100% remotely.

Please send your resume to