Plan Administrator, Compliance Services

Aboon; United States; Remote; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with company match

Flexible paid time off and holidays

10 weeks paid parental leave

Fully remote environment

Support for professional development

Job summary

Aboon is seeking a Plan Administrator, Compliance Services to support plan administration and 3(16) monitoring across onboarding and annual administration.

You’ll work closely with consultants and recordkeeper partners, help shape how our services evolve, and build creative solutions to improve the 401(k) client experience.

This role is remote in the US and requires strong Excel skills, attention to detail, and a growth mindset to support ongoing client success.

Qualifications

• 2–5 years of experience in 401(k) plan administration.
• Advanced proficiency in Microsoft Excel with complex formulas.
• Strong problem-solving and analytical skills.
• Excellent attention to detail.
• Ability to operate in a growing, evolving environment.
• Nice-to-have: ASPPA QKA or progress toward designation.
• Familiarity with recordkeeping platforms and reporting tools.

Responsibilities

• Support onboarding, annual administration and 3(16) monitoring services.
• Provide sales support by coordinating with recordkeeper contacts and reviewing CRM data.
• Manage onboarding with recordkeeper partners.
• Prepare plan documents, disclosures, and amendments.
• Gather and review reports from recordkeepers, clients and payroll.
• Perform 3(16) non-discrimination testing and ensure ERISA/IRS compliance.
• Review payroll data to determine eligibility and employer contributions.
• Analyze and reconcile plan assets and deposits.
• Review and approve participant distributions, loans, and rollovers.
• Prepare Form 5500, 8955-SSA, 5330.
• Develop corrections for plan errors under IRS/DOL programs.
• Use Excel to create complex formulas for plan administration and prototyping.
• Identify process improvements and document new workflows.

Skills

Analytical

Self-motivated

Detail-oriented

Growth-minded

Client-focused

Microsoft Excel

Problem solving

Team collaboration

Tools

Excel (Advanced)

ERP/HRIS systems

Job description

About Aboon

Setting up a 401(k) shouldn't be the hardest thing a business ever does. But retirement plan administration is complex, fragmented, and manual — it slows down both business owners and the advisors who serve them. Aboon was founded to change that.

We're an AI-native third-party administrator (TPA) that makes it easy for advisors to offer 401(k)s and other retirement products by pairing streamlined workflows with dedicated human service. Backed by leading investors including Bain Capital and Edward Jones Ventures, we bring decades of experience building for advisors and the retirement industry. We're looking for exceptional, mission-driven people to build it with us.

About the role

As a Plan Administrator, Compliance Services, you’ll support Aboon’s plan administration and 3(16) monitoring services across onboarding and annual administration.

You’ll work closely with consultants and recordkeeper partners, help shape how our services evolve, and build creative solutions to improve the 401(k) client experience.

What you’ll do

• Support consultants across onboarding, annual administration and 3(16) monitoring services.

• Provide sales support by working with recordkeeper contacts to request proposals, reviewing CRM reporting data to keep team on track, gathering and reviewing documents for completeness.

• Manage the onboarding process in conjunction with our recordkeeper partners.

• Prepare plan documents, disclosures, and amendments to meet client goals and align to various Recordkeeper products.

• Gathering, organizing and reviewing reports from Recordkeepers, clients and payroll reports.

• Perform required non-discrimination testing and ensure compliance with ERISA and IRS regulations.

• Review payroll and employee data to determine eligibility and calculate employer contributions.

• Analyze and reconcile plan assets and deposits (where 3(16) services are performed).

• Review and approve participant distribution, loan, and rollover contribution requests.

• Prepare relevant informational and tax forms, including Form 5500, Form 8955-SSA, and Form 5330.

• Understand and develop corrections for plan errors under IRS and DOL programs.

• Utilize Excel skills to create and manage complex formulas to streamline plan administration, effectively prototyping and testing future platform builds.

• Proactively identify improvements to existing processes and client service practices; build new processes and documentation to support team growth.

Who you are

The right person is:

• Analytical — you bring strong problem-solving skills and an exploration mindset

• Self-motivated — you take initiative and stay open to continuous learning

• Detail-oriented — you take pride in accuracy and bring a positive attitude to your work

• Growth-minded — you are passionate about professional development and want to help shape how the team evolves

• Client-focused — you care about improving the 401(k) experience for clients and financial advisors

What you bring

Required

• 2–5 years of experience in 401(k) plan administration

• Advanced proficiency in Microsoft Excel, with the ability to build complex formulas

• Strong problem-solving and analytical skills

• Excellent attention to detail

• Ability to work effectively in a growing, evolving environment

Nice to have

• ASPPA QKA (Qualified 401(k) Administrator) credential or active progress toward this level

• Familiarity with ftwilliam.com administration and reporting software and the servicing modules of major recordkeeping platforms

• Hands‑on experience with ChatGPT, Claude, Copilot, or similar AI tools in day‑to‑day work

• Holding or pursuing ASPPA QKA (or NIPA APA) or pursuing advanced ASPPA designations such as QKC, QPA, or CPC

Hiring process

This role includes a 401(k)-specific Excel assessment to establish a baseline understanding of each candidate’s current skills. It is not pass/fail; it helps us assess Excel proficiency and plan knowledge and identify where training may be most useful.

What we offer

Compensation

The base salary range for this role is $85,000–$100,000, depending on experience, skills, and location. Total compensation also includes an annual bonus and equity.

Benefits

• Comprehensive health, dental, and vision insurance, with additional optional coverage

• 401(k) with company match

• Flexible paid time off and holidays

• 10 weeks paid parental leave

• A fully remote work environment, with all the technology and equipment you need

• Support for professional development and career growth

Location

Remote, though we encourage in-person attendance at 1-2 company retreats per year. This role is open to candidates based in the US. Work authorization required; no visa sponsorship.

Aboon is an Equal Opportunity Employer. We encourage applications from all qualified individuals and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected status.