401k Operations Associate

Farther

. Support advisors in delivering the ongoing service experience for 401(k) plans .

Posted 10/6/2026full-timeDallas • Texas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retirement plan servicing, including investment committee support, fee benchmarking, and compliance with ERISA regulations. Proficient in managing plan documentation and communications while ensuring accurate billing and reconciliation processes.

Highest-signal resume keywords

Retirement Plan ServicingInvestment Committee SupportFee BenchmarkingERISA ComplianceAdvisory Fee Billing

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan OperationsContribution ProcessingDistributions and LoansFund Changes and MappingExcel ProficiencyCRM ExperienceAdvisory Fee ReconciliationParticipant Education SupportRecordkeeping Platform ExperiencePlan Documentation Management

Soft Skills

Clear Written CommunicationProblem ResolutionCollaboration with Advisors

Tools & Technologies

FidelityEmpowerSchwabAscensusVoyaHubSpotRPAGFi360

Certifications & Qualifications

CRPSQKACPFA

Industry Keywords

401(k) PlansFiduciary IssuesNon-Discrimination TestingRetirement Plan DesignPlan Health Data

About the role

Key responsibilities & impact

Support advisors in delivering the ongoing service experience for 401(k) plans
Prepare investment committee materials, including fund scorecards and comparisons, fee benchmarking, participant enrollment, plan health and demographic data, and IPS reviews
Track investment committee action items through completion
Communicate approved fund and plan design changes to recordkeepers
Monitor implementation and confirm changes were processed correctly
Coordinate platform capabilities with advisors
Distribute and maintain required plan documents, including 408(b)(2) disclosures, Summary of Services, IPS and IC Charter
Maintain accurate records of plan documentation, communications, and transactions
Resolve service issues with recordkeepers and TPAs
Prepare quarterly advisory fee billing, reconcile it against platform balances, and follow up on discrepancies
Support prospect analysis, including fee benchmarking, fund scorecards, and proposal materials
Support onboarding by tracking Retirement Plan Service Agreements and Form ADV, submitting platform documents, and setting up billing
Manage internal logistics of moving plans onto the Farther platform
Co-craft workflows, checklists, templates, and timelines with advisors and the Senior 401(k) Specialist

Requirements

What you’ll need

4+ years in financial services, including 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 (e.g., Fidelity, Empower, Schwab, Ascensus, Voya, etc.) and their sponsor and advisor portals
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, e.g., fiduciary status determination, non-discrimination testing failures, etc.
Strong Excel skills and comfort working in a CRM (HubSpot preferred)
Clear, professional written communication with sponsors, vendors, and advisors
Experience with RPAG (strongly preferred) or Fi360
CRPS, QKA, CPFA or another retirement plan designation (preferred, not required)
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

Benefits

Comp & perks

Competitive compensation package that rewards impact
Full health benefits
401(k) matching
Roth options
Unlimited PTO