Hiring: 401(k) Compliance Associate Company: Betterment Location: New York, NY Job Posted Time: 2026-09-16 11:54:33 Employment Type: Remote Target Skills & Keywords : Microsoft Office About the job Required Skills: •Are you a process-driven problem solver who loves checking items off your to-do list? Do you thrive on turning inefficiencies into seamless processes? Does making complex tasks efficient and intuitive energize you? Do you seek to help scale solutions that aim to delight and empower clients? Do you have some relevant 401(k) industry experience? •Play an integral role in the annual compliance testing season for 401(k) clients by preparing compliance testing packages and employer contribution calculations •Reconcile plan activity and prepare Form 5500s for large and/or conversion clients •Assist 401(k) plan auditors by providing requested plan information and data samples •Assist with advanced compliance processes such as plan amendments, plan terminations, conversions and deconversions •Analyze facts and circumstances of operational errors that result in the calculation of missed deferral opportunities, lost earnings and other corrective actions •Draft 401(k) plan documents for conversion plans and set them up in our proprietary recordkeeping system •Collaborating with the Client Experience teams to provide a unified client experience Compensation: •$60,000 - $70,000 / year •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!