401(k) ERISA Compliance Support

401GO; Sandy (UT); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Generous stock options

Flexible work environment

Comprehensive medical, dental, and vision benefits

Plenty of PTO

Job summary

401GO in Sandy, Utah is seeking a detail-oriented 401(k) ERISA Compliance Support professional to help manage compliance processes and assist clients. The ideal candidate has over 2 years of experience in retirement plan administration and strong knowledge of ERISA and IRS regulations.

This full-time role includes supporting compliance-related tasks and collaborating with different teams to ensure retirement plans remain compliant. Enjoy a flexible work environment and a generous benefits package, including stock options and a standout 401(k) plan.

Qualifications

• Experience in retirement plan compliance and administration.
• Knowledge of ERISA, IRS, and DOL regulations.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Support clients and teams with 401(k) compliance matters.
• Assist in annual compliance reviews and testing processes.
• Review and interpret retirement plan documents.

Skills

Detail orientation

Customer focus

Analytical skills

Communication skills

Organizational skills

Problem-solving skills

Technical proficiency

Education

2+ years in 401(k) retirement plan administration

Tools

Microsoft Office

Job description

401GO is seeking a detail-oriented and customer-focused 401(k) ERISA Compliance Support professional to join our growing team. This role is ideal for someone with experience in retirement plan administration who enjoys supporting compliance processes, assisting clients, and collaborating across teams to ensure retirement plans remain compliant and well-managed.

While we prefer a Utah-based candidate, we are open to considering qualified applicants from across the United States.

Job Type: Full-time

Pay: Salary

What You'll Be Doing

• Provide support to customers and internal teams regarding 401(k) compliance and administration matters.
• Assist with annual compliance reviews and testing processes, including ADP/ACP, Top Heavy, 410(b), coverage testing, and related requirements.
• Review and interpret plan documents, including adoption agreements, Summary Plan Descriptions (SPDs), notices, disclosures, and plan amendments.
• Support compliance corrections and operational issue resolution under the guidance of senior compliance personnel.
• Assist with 401(k) plan conversions and transfers from other recordkeepers and providers.
• Work closely with Client Success, Operations, and Implementation teams to address customer questions and compliance-related concerns.
• Prepare compliance-related reports, documentation, notices, and client communications.
• Maintain accurate records and ensure compliance tasks are completed timely and accurately.
• Identify opportunities to improve processes, workflows, and efficiencies while maintaining compliance standards.
• Stay informed on ERISA, IRS, and Department of Labor regulations impacting qualified retirement plans.

What You Bring

• 2+ years of experience in 401(k), retirement plan administration, benefits administration, payroll, or a related field.
• Working knowledge of ERISA, IRS, and Department of Labor regulations affecting retirement plans.
• Familiarity with nondiscrimination testing concepts and compliance requirements.
• Experience reviewing and interpreting retirement plan documents.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• High attention to detail and commitment to accuracy.
• Proficiency with Microsoft Office and the ability to quickly learn new systems and technology.
• A collaborative mindset with a willingness to support teammates and contribute to company success.

Preferred Qualifications

• Experience supporting annual compliance testing and correction processes.
• QKA, APA, or other retirement industry certifications preferred but not required.
• Experience with retirement plan conversions and implementation projects.
• Prior startup, SaaS, fintech, payroll, or retirement industry experience.
• Familiarity with payroll integrations and payroll systems.
• Experience working directly with clients or customer-facing teams.
• Familiarity with the Getting Things Done (GTD) methodology.

Why 401GO?

At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start‑up, we’ve built the world’s most advanced, fully automated retirement platform to help hard‑working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.

What We Offer

• A standout 401(k) plan (naturally!).
• Generous stock options—share in our growth and success.
• Flexible work environment—choose where you’re most productive.
• Excellent benefits, including medical, dental, and vision.
• Flexible hours—because great work doesn’t always happen 9–5.
• Plenty of PTO—we value work‑life balance.
• A fully stocked kitchen when you’re in the office.

At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.

We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non‑discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.

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