The Associate Plan Administrator, 3(16) Services supports the administrative fiduciary functions served by Aboon, working alongside a dedicated Relationship Manager and 3(16) Services Lead.
Success in this role means ensuring that participants are enrolled on time, contributions remitted accurately, notices delivered within regulatory timeframes, distributions and loans reviewed timely, and issues identified and addressed before they become larger problems — while actively identifying opportunities for automation.
Eligibility and Enrollment
Review employee data and plan provisions to determine eligibility for plan participation
Coordinate timely eligibility notification and enrollment of newly eligible participants
Assist with monitoring and tracking of automatic enrollment and annual automatic deferral rate escalation
Payroll and Contribution Monitoring
Review payroll contribution and loan repayment remittance for accuracy and timeliness
Confirm employer contributions are calculated and funded in accordance with plan document provisions
Partner with Relationship Managers to resolve contribution issues and facilitate processing of employer contributions
Distributions and Participant Transactions
Review and approve distribution and loan requests for eligibility, completeness, and compliance with plan provisions, escalating non-routine cases to the 3(16) Services Lead
Qualification
The right person isTeam-oriented — you collaborate wellHands-on experience with ChatGPT
Required
The right person is:
Detail-obsessed — you take pride in accuracy
Eager to learn — you see every task as an opportunity to improve and ask questions to deepen your understanding
Team-oriented — you collaborate well, share knowledge freely, and ask for help when needed
Organized — you manage multiple priorities without getting overwhelmed and create order from complexity
Client-focused — you understand that accuracy and service go hand in hand, and every interaction is a chance to show our commitment to quality
Growth-minded — you want to build a long-term career in plan services and invest in your professional development
A tool adopter — when a new tool shows up you try it, figure out where it actually helps, and tell the team what you found
Minimum 2 years of current experience in the retirement plan industry
Working knowledge of qualified defined contribution plan administration, including applicable IRS and DOL requirements
Ability to read and interpret plan documents for eligibility determination, contribution requirements, and distribution options
Excellent written and verbal communication skills
Preferred
Familiarity with major recordkeeping platforms
Experience with payroll systems and payroll integration
Hands-on experience with ChatGPT, Claude, Copilot, or similar AI tools in day-to-day work
Pursuing or holding ASPPA Qualified 401(k) Specialist (QKS) or Qualified 401(k) Administrator (QKA)
This role includes an assessment to establish a baseline understanding of each candidate’s current skills. It is not pass/fail; it helps us assess plan knowledge and identify where training may be most useful.
