401(k) Compliance Associate
Betterment is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease.
About the Role
Are you a process-driven problem solver who loves checking items off your to-do list? Do you thrive on turning inefficiencies into seamless processes? Does making complex tasks efficient and intuitive energize you? Do you seek to help scale solutions that aim to delight and empower clients? Do you have some relevant 401(k) industry experience? Betterment’s 401(k) team is seeking a detail-oriented compliance associate with a passion for 401(k). This role is part of the 401(k) Compliance team within Betterment at Work. This team is the go-to group for 401(k) compliance subject matter expertise and are skilled in efficiency and technical 401(k) plan administration. You will be joining a group of individuals that empower each other to take ownership, lead the charge to create solutions that last and who motivate others to always keep the common goal in mind. For us, that goal is providing an exceptional experience to our 401(k) clients. This is a salaried, non-exempt role that is remote eligible, except for the New York City metro area, San Francisco, Los Angeles, Seattle, Boston, Washington, D.C., & Orange County, CA.
Responsibilities
- Play an integral role in the annual compliance testing season for 401(k) clients by preparing compliance testing packages and employer contribution calculations
- Reconcile plan activity and prepare Form 5500s for large and/or conversion clients
- Assist 401(k) plan auditors by providing requested plan information and