Director, AI-Driven Retirement Plan Compliance

Aboon; United States; Remote; USD 160,000 - 200,000; Full time

Job summary

Aboon, a remote-first US fintech, seeks a Senior Plan Compliance Expert to own testing, Year-in-Review, and ongoing compliance for defined contribution plans. You will oversee diverse calibration calculations, reconcile deposits, and drive automation with the Applied AI team.

You will collaborate with Plan Services, Relationship Managers, Documents & Technical Services, and R&D to scale compliant processes while guiding product and automation roadmaps.

Qualifications

• 8+ years in defined contribution plan administration with deep knowledge of compliance testing, contribution calculations, and corrections

Responsibilities

• Own testing, contributions, and Year-in-Review: nondiscrimination testing, employer contribution calculations, deposits reconciliation with payroll and plan formulas.
• Run the compliance season: oversee compliance reviews, create exception processes, coordinate with internal teams to meet client needs and deadlines.
• Improve the client experience: help internal teams communicate complex data requests and Year-in-Review results clearly to clients.
• Define correct: set our compliance standards and required steps for the annual cycle.
• Evaluate our agents: work with Applied AI to develop answer keys, review traces, and label datasets to improve agent accuracy.
• Maintain and extend the calculators: review and expand compliance calculators and stay current on laws and best practices.
• Prototype automations: build/test tools and collaborate with R&D to integrate them into applications.
• Shape the roadmap for your function: write pitches for product cycles and sequence builds within roadmap process.
• Define tracking and documentation processes: establish procedures for tracking progress and decisions.

Skills

Defined contribution plan knowledge

Compliance testing at scale

Data fluency with spreadsheets

Applied AI interest

High agency in ambiguity

Clear communication with engineers/ops

Education

CPC or QPA credential

Tools

Python

SQL

Scripting

FtWillliam familiarity

Job description

Aboon, a remote-first US fintech, seeks a Senior Plan Compliance Expert to own testing, Year-in-Review, and ongoing compliance for defined contribution plans. You will oversee diverse calibration calculations, reconcile deposits, and drive automation with the Applied AI team.

You will collaborate with Plan Services, Relationship Managers, Documents & Technical Services, and R&D to scale compliant processes while guiding product and automation roadmaps.