Senior Plan Administrator, Plan Administration Lead

🔥 19 minutes ago

🇺🇸 United States – Remote

💵 $100k - $115k / year

⏰ Full Time

🟠 Senior

🖥️ Administration

Where this job comes from

Posted on Aboon's careers page, not through a job board

First seen by Remote Rocketship 19 minutes ago

Logo of Aboon

Aboon

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 execution of plan administration workflows, including data collection, annual contributions, compliance testing, government filings, and distributions • Sequence and prioritize work across the annual cycle • Monitor workload distribution, turnaround expectations, and service-level agreements • Flag capacity constraints and identify solutions when service standards are not met • Serve as the primary escalation point for complex administrative, compliance, and client service issues • Review and validate team work for accuracy, completeness, and consistency • Review contribution calculations, compliance testing, Forms 5500, 5330, and 8955-SSA • Communicate errors and compliance concerns, guide corrections, and document review findings • Identify recurring error patterns and improve underlying processes • Evaluate and improve operational processes for efficiency and scale • Maintain internal procedures and training resources • Draft and review template and custom client communications • Apply technology and AI to plan administration services • Develop training and incorporate process changes into team resources • Monitor client satisfaction metrics and recommend service improvements • Oversee non-routine engagements, including regulatory audits, plan corrections, contribution projections, and specialized reporting • Review domestic relations orders and oversee QDRO processing • Support Relationship Managers with client consulting on plan administration requirements and complex matters • Coordinate standards, handoffs, documentation, and plan administration work across teams • Act as primary contact for recordkeepers and external parties • Stay current on industry and regulatory changes and help implement related changes

🎯 Requirements

• 7–10 years of experience in defined contribution plan administration • Deep working knowledge of defined contribution plan administration and 3(16) services, including applicable IRS and DOL requirements • Demonstrated experience leading a team and supporting team development • Experience developing or improving operational processes and quality standards • Hands-on experience reviewing compliance testing, contribution calculations, and Forms 5500, 5330, and 8955-SSA • Experience creating documentation, process guides, or training materials • Strong written and verbal communication, with the ability to give clear, actionable feedback on work product • Comfort handling sensitive information with professionalism and discretion • Proficiency in Google Workspace and task and project management software • Familiarity with ftwilliam and servicing modules of major recordkeeping platforms (nice to have) • Hands-on experience with ChatGPT, Claude, Copilot, or similar AI tools (nice to have) • Pursuing advanced ASPPA designations such as QKC, QPA, or CPC (nice to have) • Must be legally authorized to work in the US • No visa sponsorship available • Must complete a 401(k)-specific Excel assessment

🏖️ Benefits

• Annual bonus • Equity • 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 • 1–2 company retreats per year

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