
11 - 50 employees
Founded 2023
💳 Fintech
☁️ SaaS
🤝 B2B
💰 $17.5M Seed on 2025-10
Fintech • SaaS • B2B
Aboon is a digital retirement-plan platform and TPA-focused service that helps financial advisors and employers design, launch, and manage workplace retirement plans. The platform combines AI-driven, end-to-end workflows (generation of 401(k) proposals, streamlined onboarding with recordkeepers, and digital compliance testing) with dedicated human support and integrations to trusted recordkeepers. Aboon positions itself as a fast way for advisors to win and scale retirement-plan business, emphasizes enterprise-grade security and audits, and targets both first-time plan sponsors and experienced advisors.
🔥 14 hours ago
🇺🇸 United States – Remote
💵 $85k - $100k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🚔 Compliance
🚫👨🎓 No degree required
👻 Ghost score 1%
Where this job comes from
Posted on Aboon's careers page, not through a job board
First seen by Remote Rocketship 14 hours ago
Still open on Aboon's site. Checked 1 hour ago.

11 - 50 employees
Founded 2023
💳 Fintech
☁️ SaaS
🤝 B2B
💰 $17.5M Seed on 2025-10
Fintech • SaaS • B2B
Aboon is a digital retirement-plan platform and TPA-focused service that helps financial advisors and employers design, launch, and manage workplace retirement plans. The platform combines AI-driven, end-to-end workflows (generation of 401(k) proposals, streamlined onboarding with recordkeepers, and digital compliance testing) with dedicated human support and integrations to trusted recordkeepers. Aboon positions itself as a fast way for advisors to win and scale retirement-plan business, emphasizes enterprise-grade security and audits, and targets both first-time plan sponsors and experienced advisors.
• Support consultants across onboarding, annual administration, and 3(16) monitoring services • Provide sales support by requesting proposals from recordkeeper contacts, reviewing CRM reporting data, and gathering and reviewing documents • Manage onboarding with recordkeeper partners • Prepare plan documents, disclosures, and amendments aligned with client goals and recordkeeper products • Gather, organize, and review recordkeeper, client, and payroll reports • Perform non-discrimination testing and ensure compliance with ERISA and IRS regulations • Review payroll and employee data to determine eligibility and calculate employer contributions • Analyze and reconcile plan assets and deposits for 3(16) services • Review and approve participant distribution, loan, and rollover contribution requests • Prepare Form 5500, Form 8955-SSA, Form 5330, and other informational and tax forms • Develop corrections for plan errors under IRS and DOL programs • Use Excel to create and manage complex formulas and prototype and test future platform builds • Identify process and client-service improvements and create processes and documentation to support team growth
• 2–5 years of experience in 401(k) plan administration • Advanced proficiency in Microsoft Excel, with the ability to build complex formulas • Strong problem-solving and analytical skills • Excellent attention to detail • Ability to work effectively in a growing, evolving environment • ASPPA QKA credential or active progress toward this level is nice to have • Familiarity with ftwilliam.com administration and reporting software and servicing modules of major recordkeeping platforms is nice to have • Hands-on experience with ChatGPT, Claude, Copilot, or similar AI tools is nice to have • Holding or pursuing ASPPA QKA, NIPA APA, QKC, QPA, or CPC is nice to have • Work authorization in the United States required • No visa sponsorship
• Comprehensive health, dental, and vision insurance, with additional optional coverage • 401(k) with company match • Flexible paid time off and holidays • 10 weeks paid parental leave • Fully remote work environment • Technology and equipment provided • Support for professional development and career growth • Annual bonus • Equity
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