401k Operations Associate

The role

You will support retirement plan advisors and the Senior 401(k) Specialist. You will manage plan operations, prepare investment committee materials, and build processes to scale 401(k) services.

What you will do

• Support advisors in delivering the ongoing service experience for 401(k) plans.
• Prepare investment committee materials including fund scorecards, fee benchmarking, and IPS reviews.
• Track action items from IC meetings to completion.
• Communicate approved fund and plan design changes to recordkeepers.
• Monitor implementation and confirm changes were processed correctly.
• Distribute and maintain required plan documents and keep accurate records.
• Work service issues with recordkeepers and TPAs to completion.
• Prepare quarterly advisory fee billing and reconcile against platform balances.
• Support advisors and the Senior 401(k) Specialist with prospect analysis.
• Support onboarding by tracking agreements and setting up billing.

Required qualifications

• 4+ years in financial services
• 3+ years of hands-on retirement plan servicing at a recordkeeper, TPA or retirement plan-focused RIA
• Direct experience with at least two major recordkeeping platforms
• Working knowledge of plan operations: contribution processing, distributions and loans, fund changes and mapping, fee disclosures, and the annual compliance and testing calendar
• Familiarity with common ERISA/fiduciary issues retirement plans encounter
• Strong Excel skills
• Comfort working in a CRM

Nice to have

• Experience with RPAG (strongly preferred)
• Experience with Fi360
• CRPS, QKA, CPFA or another retirement plan designation
• Experience with advisory fee billing and reconciliation
• Background supporting participant education or financial wellness programs
• A track record of supporting multiple advisors
• Experience in a growing firm or startup environment
• HubSpot preferred

Benefits

• Competitive compensation package
• Full health benefits
• 401(k) matching
• Roth options
• Unlimited PTO

About the company

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology. The founders are leaders and innovators from the private wealth industry.