Director of Applied Plan Compliance

Job not on LinkedIn

🔥 18 hours ago

🇺🇸 United States – Remote

💵 $160k - $200k / year

⏰ Full Time

🔴 Lead

🚔 Compliance

👻 Ghost score 4%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 1 day.

Apply Now

Find Similar Remote Jobs

Aboon

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Own nondiscrimination testing, employer contribution calculations, and reconciliation of deposits against payroll and plan formulas • Own Year-in-Review results and action items for every plan, including refunds, true-ups, and amendments • Oversee every plan's compliance review during compliance season • Create exception processes and complete work that cannot yet be automated • Coordinate with internal teams to meet clients' needs and deadlines • Help communicate complex data requests and Year-in-Review results to clients clearly • Set compliance standards and define requirements for each plan's annual cycle • Develop answer keys, review traces, and label datasets to improve AI agents • Review and expand compliance calculators • Stay current on laws, regulations, and best practices • Build and test tools and partner with R&D to promote them into applications • Write product-cycle pitches and recommend build sequences • Establish tracking, documentation, decision-making, and manual-override procedures • Report to the Head of Applied Plan Services and collaborate with Plan Services, Relationship Managers, Documents & Technical Services, and R&D • Work as an individual contributor creating a scalable long-term function

🎯 Requirements

• 8+ years in defined contribution plan administration, with deep knowledge of compliance testing, contribution calculations, and the corrections for each • Experience designing or running a compliance testing program at scale: procedures, controls, review levels, and quality measurement • Hands-on fluency with data: spreadsheets as calculators, reconciliation, and reasoning about where a number came from • Demonstrated interest in applied AI, with examples you can point to of what worked, what didn't, and how you knew • High agency and comfort with ambiguity as a senior individual contributor in an early-stage company • Clear communication with engineers, service team members, and clients • Work authorization required; no visa sponsorship • CPC or QPA credential • Experience building evaluation sets, test harnesses, or QA programs for software or automation • Python, SQL, or scripting; familiarity with agent frameworks or document-extraction tools • Familiarity with ftwilliam and major recordkeeper servicing platforms • Experience at a fintech, wealthtech, or high-growth startup

🏖️ Benefits

• 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 • A fully remote work environment • All the technology and equipment you need • Support for professional development and career growth • Annual bonus • Equity

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume