Retirement Implementation Specialist

You manage the end-to-end onboarding of 401(k) plans on the Gusto platform, including new implementations and conversions. You guide plan sponsors and administrators through setup, documentation, asset transfers, data reconciliation, and first contributions while coordinating with internal teams and keeping plans on schedule.

Responsibilities

• Manage a book of 401(k) plans from signing through activation, asset transfer, and first contribution processing
• Serve as the primary contact for plan sponsors and administrators
• Guide employers through task dashboards and follow up to prevent delays
• Monitor activation, readiness, CSAT, and response-time benchmarks
• Gather documentation for conversion plans
• Support accurate data submission and asset transfers
• Partner with Operations on recordkeeping transitions
• Collaborate with Sales, Operations, and Legal on setup and compliance issues
• Surface client feedback to Product and leadership
• Stay current on 401(k) regulations and best practices
• Use AI tools to streamline workflows and client communications

Requirements

• 4+ years of total work experience
• 3+ years of experience in client-facing implementation, account management, technical onboarding, or retirement plan administration
• Client-facing implementation
• Account management
• Technical onboarding
• Retirement plan administration
• Large book of business management
• Knowledge of SaaS, Operations, or Finance
• Retirement plan knowledge
• 401(k) plans
• ERISA requirements
• Payroll systems
• Bundled providers
• Unbundled providers
• Safe Harbor compliance
• Analytical skills
• Data accuracy
• Data reconciliation
• Salesforce
• Communication
• RPS designation
• CRPS designation

Benefits

• Equity in the form of RSUs