Payroll & Benefits Coordinator at Betterment · LumiJobs

Responsibilities

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. Below we've reflected the base salary range we would offer for this position in locations with city or state requirements. For those located elsewhere, the actual compensation offered will be based on candidate experience and geographic location. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.
$60,000 - $70,000
A Day in the Life
Annual Compliance Administration
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 data samples
Daily Administration
Assist with advanced compliance processes such as plan amendments, plan terminations, conversions and deconversions
Analyze facts and circumstances of operational errors that result in the calculation of missed deferral opportunities, lost earnings and other corrective actions

Payroll & Benefits Coordinator

Responsibilities

Qualification

Required

Preferred

Benefits

Company

Betterment

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