401(k) Operations Associate

About the role

Farther is a rapidly growing RIA combining expert advisors with technology, offering a tailored wealth management experience. As its 401(k) Operations Associate, you will support the retirement plan advisors and the Senior 401(k) Specialist in leading relationships with plan sponsors, investment committees and participants, and help build the processes that let 401(k) services scale.

Key responsibilities

• Support advisors in delivering the ongoing service experience for 401(k) plans.
• Prepare investment committee materials such as fund scorecards, fee benchmarking, enrollment data, plan health and IPS reviews.
• Follow up on IC meeting action items, communicate approved fund and plan design changes to recordkeepers and monitor their implementation.
• Distribute and maintain plan documents (408(b)(2) disclosures, Summary of Services, IPS, IC Charter) and keep accurate records of documentation, communications and transactions.
• Resolve service issues with recordkeepers and TPAs to completion.
• Prepare quarterly advisory fee billing, reconcile it against platform balances and follow up on discrepancies.
• Support prospect analysis, onboarding (tracking service agreements and Form ADV, setting up billing) and moving plans onto the Farther platform.
• Co-create workflows, checklists, templates and timelines with advisors and the Senior 401(k) Specialist.

Required profile

• 4+ years in financial services, including 3+ years of hands-on retirement plan servicing at a recordkeeper, TPA or retirement plan-focused RIA.
• Direct experience with at least two major recordkeeping platforms (e.g., Fidelity, Empower, Schwab, Ascensus, Voya).
• Working knowledge of plan operations: contributions, distributions and loans, fund changes and mapping, fee disclosures and the annual compliance and testing calendar.
• Familiarity with common ERISA/fiduciary issues such as fiduciary status determination and non-discrimination testing failures.
• Clear, professional written communication with sponsors, vendors and advisors.

Required skills

• Strong Excel skills.
• Comfortable working in a CRM (HubSpot preferred).
• Bonus points: RPAG or Fi360 experience, retirement plan designation (CRPS, QKA, CPFA), advisory fee billing and reconciliation experience, participant education background, experience supporting multiple advisors, and a background in a growing firm or startup.

What we offer

• Competitive compensation package.
• A collaborative team of experienced advisors and technologists.
• Full health benefits, 401(k) matching and Roth options.
• Unlimited PTO.