Under the leadership of the Onboarding Lead, the Associate Plan Administrator, Onboarding handles the process for new plan installations and takeovers, from project initiation through successful plan establishment.
Success in this role means collaborating with Plan Consultants and Relationship Managers to create a smooth onboarding experience for clients and advisors while establishing a strong foundation for long-term plan success. This includes drafting documents accurately, validating takeover data, implementing plan setup across internal and recordkeeping systems, and actively identifying opportunities for automation.
Startup and Takeover Plans Project Management
In collaboration with Relationship Managers, handle all aspects of startup and takeover projects, from document collection through first contribution
Execute onboarding tasks timely and accurately, including delivery of related communications
Collect, review, and analyze employer and employee data to ensure a smooth experience
For takeover plans, request and obtain required historical data to establish the plan in Aboon’s internal tools, compliance, and reporting systems
Plan Documents and Plan Setup
Draft new plan documents, ensuring legal and operational accuracy
Complete and submit plan design specifications to recordkeepers and validate plan setup across internal and external systems
Review, validate, and transmit employee census to recordkeepers
3(16) Onboarding
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 in retirement plan services, with direct experience implementing startup and takeover plans
Working knowledge of defined contribution plans, plan document provisions, and IRS and DOL requirements
Excellent verbal and written communication skills, with a background in client-facing environments
Strong time management and proven ability to meet deadlines in a fast-paced environment
Preferred
Associate's or Bachelor's degree in Business Administration, finance, accounting, or related field
Experience with plan document software such as ftwilliam and major recordkeeper platforms
Hands-on experience with ChatGPT, Claude, Copilot, or similar AI tools in day-to-day work
Familiarity with 3(16) fiduciary services and payroll submission processes
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.
