About Aboon
Setting up a 401(k) shouldn't be the hardest thing a business ever does. But retirement plan administration is complex, fragmented, and manual — and it slows down both business owners and the advisors who serve them. Aboon was founded to change that.
We're an AI-native third-party administrator (TPA) that makes it easy for advisors to offer 401(k)s and other retirement products by pairing streamlined workflows with dedicated human service. Backed by leading investors including Bain Capital and Edward Jones Ventures, we bring decades of experience building for advisors and the retirement industry. We're looking for exceptional, mission-driven people to build it with us.
About the role
Under the leadership of the Onboarding Lead, the Associate Plan Administrator, Onboarding handles the process for new plan installations and takeovers, from project initiation through successful plan establishment.
Success in this role means collaborating with Plan Consultants and Relationship Managers to create a smooth onboarding experience for clients and advisors while establishing a strong foundation for long-term plan success. This includes drafting documents accurately, validating takeover data, implementing plan setup across internal and recordkeeping systems, and actively identifying opportunities for automation.
What you’ll do
Startup and Takeover Plans Project Management
In collaboration with Relationship Managers, handle all aspects of startup and takeover projects, from document collection through first contribution
Execute onboarding tasks timely and accurately, including delivery of related communications
Collect, review, and analyze employer and employee data to ensure a smooth experience
For takeover plans, request and obtain required historical data to establish the plan in Aboon’s internal tools, compliance, and reporting systems
Plan Documents and Plan Setup
Draft new plan documents, ensuring legal and operational accuracy
Complete and submit plan design specifications to recordkeepers and validate plan setup across internal and external systems
Review, validate, and transmit employee census to recordkeepers
3(16) Onboarding
Ensure clients sign required 3(16) documents and signed documents are provided to recordkeepers
Coordinate delivery of required participant notices with recordkeepers, where applicable, within required IRS and DOL timeframes, and keep the client and financial advisor current on status
Review the first payroll for timeliness and accuracy, including voluntary and automatic enrollment and employer contributions, and work with the Relationship Manager and recordkeeper to assist the client in resolving any issues
Client Guidance and Communication
Work with Relationship Managers to guide clients and their authorized representatives through plan installation, coordinate communications, and follow up on outstanding items
Join calls with clients, financial advisors, and recordkeepers as needed to keep onboarding moving efficiently
Proactively identify potential delays or roadblocks and escalate issues to the Relationship Manager or other appropriate parties to keep projects moving
Internal Coordination and Records
Collaborate cross-functionally with Plan Consultants, Relationship Managers, Plan Administration, and Technical Services to keep processes and outcomes aligned
Track and document plan installation progress in task management software, maintaining clear and complete records for each plan
Provide clear, timely plan installation status updates to the Relationship Manager and Onboarding Lead
Process Improvement
Support the Onboarding Lead and Relationship Managers in developing processes and implementing best practices to ensure service level agreements are consistently met
Identify opportunities to solve problems, improve efficiency, and strengthen processes, including with AI
Coordinate with our Engineering team to streamline and automate repetitive work with AI
Continuous Learning
Stay current on industry updates, regulatory changes, and internal initiatives and understand their impact on plans, clients, participants, financial advisors and recordkeepers
Who you are
The right person is:
Detail-obsessed — you take pride in accuracy
Eager to learn — you see every task as an opportunity to improve and ask questions to deepen your understanding
Team-oriented — you collaborate well, share knowledge freely, and ask for help when needed
Organized — you manage multiple priorities without getting overwhelmed and create order from complexity
Client-focused — you understand that accuracy and service go hand in hand, and every interaction is a chance to show our commitment to quality
Growth-minded — you want to build a long-term career in plan services and invest in your professional development
A tool adopter — when a new tool shows up you try it, figure out where it actually helps, and tell the team what you found
What you bring
Required
Minimum 2 years in retirement plan services, with direct experience implementing startup and takeover plans
Working knowledge of defined contribution plans, plan document provisions, and IRS and DOL requirements
Excellent verbal and written communication skills, with a background in client-facing environments
Strong time management and proven ability to meet deadlines in a fast-paced environment
Proficiency in Google Workspace and task and project management software
Nice to have
Associate's or Bachelor's degree in Business Administration, finance, accounting, or related field
Experience with plan document software such as ftwilliam and major recordkeeper platforms
Hands-on experience with ChatGPT, Claude, Copilot, or similar AI tools in day-to-day work
Familiarity with 3(16) fiduciary services and payroll submission processes
Pursuing or holding ASPPA Qualified 401(k) Specialist (QKS) or Qualified 401(k) Administrator (QKA)
Hiring process
This role includes an assessment to establish a baseline understanding of each candidate’s current skills. It is not pass/fail; it helps us assess plan knowledge and identify where training may be most useful.
What we offer
Compensation
The base salary range for this role is $70,000-$80,000, depending on experience, skills, and location. Total compensation also includes an annual bonus and equity.
Benefits
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
A fully remote work environment, with all the technology and equipment you need
Support for professional development and career growth
Location
Remote, though we encourage in-person attendance at 1-2 company retreats per year. This role is open to candidates based in the US. Work authorization required; no visa sponsorship.
Aboon is an Equal Opportunity Employer. We encourage applications from all qualified individuals and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected status.