Compliance QC Specialist

Human Interest

3d•$70,000 - $80,000•Remote

About The Position

The Revenue Core Functions team is the backbone of the Revenue team and keeps the entire organization running smoothly. As a member of the Implementation Planning team, you will act as a force multiplier on the implementation side of an already rapidly-scaling startup, enabling a business that is already exceeding growth targets to expand even faster. As Implementation QC manager, you will be responsible for ensuring all startup and conversion plans are in compliance. To accomplish this, you'll need to be client-focused, flexible, and accommodating while keeping numerous tasks and stakeholders moving forward.

Requirements

10+ years of 401(k) experience, particularly around compliance
Passionate about process; constantly on the lookout for inefficiencies that can be improved
A self-starter and enjoy learning new programs, systems, and tools
Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
Good organizational skills, able to juggle multiple tasks with varying deadlines and stakeholders without dropping the ball
Bachelor's degree or equivalent experience

Nice To Haves

QKA preferred

Responsibilities

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.

Benefits

A great 401(k) plan with 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
Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
Enhanced Mental Health Support for Employees and dependents
Fertility healthcare and family forming benefits
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.