Senior 401(k) Strategist
Farther Finance
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
As our 401(k) Specialist, you'll be at the intersection of technology and retirement solutions, helping to revolutionize how companies and their employees navigate retirement planning. You'll work with our cutting-edge platform to deliver seamless 401(k) experiences while ensuring compliance and optimal outcomes for plan sponsors and participants.
Your Impact
- Oversee daily plan operations including recordkeeping, contributions, and compliance monitoring
- Manage billing setup, reporting, and payroll system integration
- Monitor contribution limits and ensure compliance with IRS and ERISA regulations
- Serve as primary point of contact for plan sponsors and participants
- Lead educational seminars and provide one-on-one consultations
- Generate and analyze plan performance reports and maintain documentation
- Collaborate with investment committee on portfolio lineup decisions
- Support new plan design, implementation, and conversions
- Process participant inquiries, rollovers, and maintain enrollment data
- Conduct regular plan review meetings with sponsors
- Create presentations with insights and recommendations for improvements
The Ideal Match
- 2+ years of hands-on 401(k) plan administration experience
- Deep understanding of ERISA, DOL, and IRS regulations
- Track record of managing multiple client relationships
- Strong analytical skills with attention to detail
- Tech-savvy with experience in retirement plan platforms
- Excellence in cross-functional collaboration and communication
Bonus Points
- CRPS, QKA, or similar industry certifications
- Experience with financial technology or startup environments
- Knowledge of modern retirement plan design trends
- Background in participant education and financial wellness
- Programming or data analysis skills
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO