
501 - 1000 employees
Founded 2015
đź’¸ Finance
đź’ł Fintech
đź’° $200M Series D on 2021-08
Finance • Fintech
Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.
🔥 0 minutes ago
🇺🇸 United States – Remote
đź’µ $70k - $80k / year
⏰ Full Time
đźź Senior
đź”´ Lead
đźš” Compliance
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501 - 1000 employees
Founded 2015
đź’¸ Finance
đź’ł Fintech
đź’° $200M Series D on 2021-08
Finance • Fintech
Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.
• Works directly with prospective clients to ensure plan design features match our product capabilities to increase launch rates • Research conversion plan documents and identify issues and mitigate risks with product limitations • Draft and review Benefits Analysis prior to Sales Activitiation Specialist/Plan Sponsor discussion • Audit Benefit Analysis, plan document and system setup prior to plan launch • Review systems and plan documents for accuracy • Research and respond to a high volume of requests for resolution of compliance issues and problems presented by internal sales and onboarding employees in order to assist with closing leads • Work closely with Sales Activitiation Specialist to ensure accuracy before plan launches.
• You have 10+ years of 401(k) experience, particularly around compliance • QKA preferred • You are passionate about process; constantly on the lookout for inefficiencies that can be improved • You are a self-starter and enjoy learning new programs, systems, and tools • You have meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss • You have good organizational skills, are able to juggle multiple tasks with varying deadlines and stakeholders without dropping the ball • Bachelor's degree or equivalent experience.
• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees • Top-of-the-line health plans, as well as dental and vision insurance • Competitive time off and parental leave • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness • Lyra: Enhanced Mental Health Support for Employees and dependents • Carrot: Fertility healthcare and family forming benefits • Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt • Monthly work-from-home stipend; quarterly lifestyle stipend • Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
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