The posting
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
As a Senior Plan Administrator, Plan Administration Lead, you’ll be responsible for the workflow, execution, and quality of plan administration work across retirement plans being served by Aboon.
You’ll be responsible for ensuring that the plan administration team delivers consistently high-quality work, client deliverables are peer-reviewed, and plan administrators receive timely support on escalated matters — while continually improving the systems the team relies on and actively identifying opportunities for automation.
WHAT YOU’LL DO
Workflow and Work Product
- Own execution of plan administration workflows, including data collection, annual contributions, compliance testing, government filings, and distributions
- Sequence and prioritize work across the annual cycle so peak periods do not compromise quality
- Monitor workload distribution and turnaround expectations, flagging capacity constraints to leadership
- Monitor service level agreements (SLA) for plan administration work and identify solutions when service standards are not met
- Serve as the primary escalation point for complex administrative, compliance, and client service issues
Peer Review and Quality Assurance
- Review and validate work completed by internal team members for accuracy, completeness, and consistency with internal standards
- Maintain peer review standards and apply them consistently across the team
- Review contribution calculations, compliance testing, Forms 5500, 5330, and 8955-SSA for accuracy and adherence to regulatory, plan document, and operational requirements
- Communicate errors, inconsistencies, and compliance concerns clearly to team members, guide resolution of required corrections, and ensure review findings and supporting work are appropriately documented
- Identify error patterns and address the underlying process rather than the individual instances
Process and Documentation
- Continuously evaluate and improve operational processes, identifying opportunities for greater efficiency and scale
- Maintain internal procedures and training resources, working with team members to keep documentation current as processes change
- Draft and review template and custom client communications
- Actively apply technology and AI to execution and delivery of plan administration services
- Partner with the Manager, Plan Administration to develop training and incorporate process changes into team resources
- Monitor client satisfaction metrics and recommend improvements to services based on feedback
Technical Escalation
- Oversee non-routine engagements, including regulatory audits, the plan administration workload generated by plan corrections, contribution projections, and specialized reporting
- Review domestic relations orders (DROs) for compliance with plan requirements and oversee QDRO processing
- Support Relationship Managers in consulting with clients on plan administration requirements, plan provisions and complex administrative matters
Cross-Functional Partnership
- Work alongside the 3(16) Services Lead and Onboarding Lead to keep standards, handoffs, and documentation consistent across teams
- Partner with Plan Consultants and Relationship Managers to coordinate plan administration work and support timely, accurate client service
- Act as the primary Plan Administration contact for recordkeepers and other external parties, proactively addressing process or system changes and driving timely resolution of issues
- Stay current on industry updates, regulatory changes, and internal initiatives, evaluate their impact on plans and plan administration services, and help determine how changes should be implemented
WHO YOU ARE
The right person is:
- A systems thinker — you find the pattern behind recurring problems instead of solving the same one repeatedly
- Technically deep — the team escalates to you because you know the answer or can help them find one
- Uncompromising on quality — you would rather catch it internally than explain it to a client
- Influential without authority — you get alignment from peers who don’t report to you
- A clear communicator — you explain standards in a way people can actually follow and make clear why they matter
- Scale-minded — you build for the volume we’ll have in two years, not the volume we have today
- Always upgrading the toolkit — you look for where AI and automation replace manual work, and you bring the team along rather than getting there alone
WHAT YOU BRING
Required
- 7-10 years of experience in defined contribution plan administration
- Deep working knowledge of defined contribution plan administration and 3(16) services, including applicable IRS and DOL requirements
- Demonstrated experience leading a team and supporting team development
- Experience developing or improving operational processes and quality standards
- Hands-on experience reviewing compliance testing, contribution calculations, and Forms 5500, 5330, and 8955-SSA
- Experience creating documentation, process guides, or training materials
- Strong written and verbal communication, with the ability to give clear, actionable feedback on work product
- Comfort handling sensitive information with professionalism and discretion
- Proficiency in Google Workspace and task and project management software
Nice to have
- Familiarity with ftwilliam and the servicing modules of major recordkeeping platforms
- Hands-on experience with ChatGPT, Claude, Copilot, or similar AI tools in day-to-day work
- Pursuing advanced ASPPA designations such as QKC, QPA, or CPC
Hiring process
This role includes a 401(k)-specific Excel assessment to establish a baseline understanding of each candidate’s current skills. It is not pass/fail; it helps us assess Excel proficiency and plan knowledge and identify where training may be most useful.
WHAT WE OFFER
Compensation
The base salary range for this role is $100,000-$115,000, 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.
