Senior Plan Administrator, Compliance Services

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 — and 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 Senior Plan Administrator, Compliance Services, you’ll perform the advanced technical compliance work behind the retirement plans served by Aboon, including testing, contributions, government filings, and consulting on advanced plan design and compliance topics. Working alongside our Relationship Managers and Plan Administration team, you’ll handle advanced plan testing and corrections, peer review team work, and serve as a trusted technical expert on escalated plan matters — while continually improving the systems the team relies on and actively identifying opportunities for automation. What You’ll Do Compliance Testing and Contributions Independently perform annual nondiscrimination and compliance testing (e.g., ADP/ACP, 410(b), 401(a)(4), 414(s), top-heavy) and monitor 402(g), 415, and 404 limitsCalculate employer contributions across pro rata, integrated, and new comparability formulasDetermine compensation for testing and contribution purposes, including self-employed income calculationsDetermine correction methods for failed tests and calculate the corrections, including ADP/ACP refunds and QNEC or QMAC contributionsMonitor compliance deadlines and deliverables across the annual cycle Data Management and Reconciliation Review incoming census and payroll data, resolving discrepancies independentlyReconcile contribution discrepancies and recordkeeper asset statementsKeep internal databases, client records, and task management systems currentEscalate systemic data issues to the Plan Administration Lead Government Filings and Audit Support Prepare and review Forms 5500 with applicable schedules, 5558, 5330, and 8955-SSAPrepare filings for complex plans and support the Plan Administration Lead and Relationship Managers in responding to auditor questionsSupport IRS and DOL examinations, correspondence, and client-initiated audits Corrections and Non-Routine Work Identify and analyze compliance issues, including operational and demographic failures, missed amendments, and late contributions and recommend appropriate corrective methodsRaise document failures, missed amendments, and any matter requiring a VCP, DFVCP, or VFCP submission to the Manager, Documents & Technical Services, and prepare the supporting calculations and documentation for those filings; execute and document corrections in line with Aboon's correction methodology and internal guidelinesPartner with 3(16) Services to resolve payroll issues, calculate corrective amounts, and facilitate processing of required corrective contributionsManage plan terminations and prepare specialized reporting as requestedSupport plan mergers, acquisitions, and takeovers, including coverage testing and transition of prior-year dataDraft and review template and custom client communications Technical Consulting Serve as plan compliance expert for Relationship Managers, plan sponsors, financial advisors, and independent auditors, participating in client meetings as neededMonitor and manage incoming service requests from Relationship Managers and Plan Consultants, as well as items identified through recordkeeper communications, resolving or routing them as neededResearch and resolve advanced plan design and regulatory questions escalated by Relationship Managers or internal stakeholders, and escalate document and qualification matters to the Manager, Documents & Technical ServicesTranslate technical compliance results into clear, actionable guidance for plan sponsors Peer Review and Mentorship Conduct peer review of technical work, client correspondence and reporting prepared by Plan Administrators, escalating complex cases to the Plan Administration Lead as neededCoach and train Plan Administrators on testing methodologies, filing procedures, and internal workflowsContribute technical expertise to process improvements, internal procedures, and training materials, including applying AI and automation where it improves the workProvide back-up support for the Plan Administration Lead as needed, including escalations Who you are The right person is: Technically fearless — a fact pattern you’ve never seen is interesting, not intimidatingAlways looking for a better method — you test new tools against your own work and you assess where they help and where they don'tA translator — you explain complex concepts without jargon in a way that is relatable and approachableAccountable — you own the quality and timeliness of your work and flag risks before they become problemsGenerous with what you know — you train junior team members on the why behind the work, not just how to run the testCurious about the rules — you follow regulatory changes closely, evaluate what they mean for our clients and plans, and help determine how they should be applied Required What you bring 7+ years of defined contribution plan administration experience with a heavy compliance focusDeep working knowledge of ERISA Title I and Internal Revenue Code Sections 401(a), 401(k), 401(m), 410(b), 414(s), 415, and 416 as applied to defined contribution plansHands-on experience with advanced nondiscrimination testing techniquesExperience preparing and reviewing Forms 5500, 5330, and 8955-SSAAbility to apply testing rules and plan document provisions accurately across varying plan designsAdvanced Excel skills, including troubleshooting data discrepancies and reconciling census informationStrong written and verbal communication, including explaining technical results to non-technical audiencesProficiency with ftwilliam, Google Workspace, and task and project management software Nice to have Experience with DOL correction programs and submissionsFamiliarity with ftwilliam and the servicing modules of major recordkeeping platformsHands-on experience with ChatGPT, Claude, Copilot, or similar AI tools in day-to-day workHolding 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. Compensation What we offer The base salary range for this role is $100,000-$115,000, 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 coverage401(k) with company matchFlexible paid time off and holidays10 weeks paid parental leaveA fully remote work environment, with all the technology and equipment you needSupport 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. Compensation Range: $100K - $115K