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← Betterment

401(k) Compliance Associate

Betterment
Location
Betterment HQ - New York City
Posted
27 days ago
Department
Operations
Salary
$60,000 - $70,000
What they actually want (must-haves)
  • Some experience in 401(k) retirement industry
  • Detail-oriented mindset with excellent organizational skills
  • Ability to handle multiple priorities and problem solve creatively
  • Effective communication skills and experience working cross-functionally
  • Ability to maintain confidentiality
  • Familiarity with FTWilliam or similar compliance testing software
Nice to have
  • Interest in working towards QKA certification and other ASPPA certifications
What the job really is

The 401(k) Compliance Associate at Betterment will focus on compliance administration for 401(k) clients, including preparing compliance testing packages and Form 5500s, and assisting with advanced compliance processes. The role involves collaborating with various teams to enhance client experience and improve operational efficiency, while also analyzing operational errors and drafting plan documents. This position requires a detail-oriented mindset and a proactive approach to problem-solving.

Benefits
  • Medical, dental, and vision coverage
  • Life and AD&D insurance
  • Short- and long-term disability
  • Infertility support and WPATH-aligned transgender health benefits
  • Employee Assistance Program (EAP)
  • Transit benefits and FSA and HSA options
Things to weigh
  • Remote eligible except for specific metro areas
  • Salary range provided but may vary based on experience and location
  • Role involves significant compliance administration tasks which may not appeal to all candidates
Job score4.2/5
Benefits5/5
Freshness4/5
Career value3/5
Role clarity4/5
Pay transparency5/5

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