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Associate Plan Administrator, 3(16) Services
Aboon
Remote
Role overview
Job description
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
The Associate Plan Administrator, 3(16) Services supports the administrative fiduciary functions served by Aboon, working alongside a dedicated Relationship Manager and 3(16) Services Lead. Success in this role means ensuring that participants are enrolled on time, contributions remitted accurately, notices delivered within regulatory timeframes, distributions and loans reviewed timely, and issues identified and addressed before they become larger problems — while actively identifying opportunities for automation. What you’ll do
Eligibility and Enrollment Review employee data and plan provisions to determine eligibility for plan participation
Coordinate timely eligibility notification and enrollment of newly eligible participants
Assist with monitoring and tracking of automatic enrollment and annual automatic deferral rate escalation
Payroll and Contribution Monitoring Review payroll contribution and loan repayment remittance for accuracy and timeliness
Confirm employer contributions are calculated and funded in accordance with plan document provisions
Partner with Relationship Managers to resolve contribution issues and facilitate processing of employer contributions
Distributions and Participant Transactions Review and approve distribution and loan requests for eligibility, completeness, and compliance with plan provisions, escalating non-routine cases to the 3(16) Services Lead
Monitor terminated participant accounts, provide required notifications, and coordinate accurate and timely processing of force-out and required minimum distributions
Communicate directly with employers and recordkeepers regarding loan and distribution requests, available options, additional information needed, and approval or denial of requests
Notices and Fiduciary Compliance Coordinate delivery of required participant notices and disclosures within applicable IRS and DOL timeframes
Research plan-related issues and corrective measures, and coordinate and document approved corrections with internal teams and recordkeepers
Audit Support and Coordination Support auditors on large plan audits by gathering requested reports and transaction detail
Collaborate with plan sponsors, financial advisors, Relationship Managers, and Plan Administration team to ensure required plan activities are completed timely
Document client interactions, plan data and actions taken in client folders and task management systems
Process Improvement Support the Plan Administration team and Relationship Managers in developing processes and implementing best practices to consistently meet service level agreements (SLAs)
Identify opportunities to solve problems, improve efficiency, and strengthen 3(16) Services 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 of current experience in the retirement plan industry
Working knowledge of qualified defined contribution plan administration, including applicable IRS and DOL requirements
Ability to read and interpret plan documents for eligibility determination, contribution requirements, and distribution options
Excellent written and verbal communication skills
Strong organizational skills and the ability to manage multiple plans in a fast-paced environment
Proficiency in Google Workspace and task and project management software
Nice to have Familiarity with major recordkeeping platforms
Experience with payroll systems and payroll integration
Hands-on experience with ChatGPT, Claude, Copilot, or similar AI tools in day-to-day work
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.
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
The Associate Plan Administrator, 3(16) Services supports the administrative fiduciary functions served by Aboon, working alongside a dedicated Relationship Manager and 3(16) Services Lead. Success in this role means ensuring that participants are enrolled on time, contributions remitted accurately, notices delivered within regulatory timeframes, distributions and loans reviewed timely, and issues identified and addressed before they become larger problems — while actively identifying opportunities for automation. What you’ll do
Eligibility and Enrollment Review employee data and plan provisions to determine eligibility for plan participation
Coordinate timely eligibility notification and enrollment of newly eligible participants
Assist with monitoring and tracking of automatic enrollment and annual automatic deferral rate escalation
Payroll and Contribution Monitoring Review payroll contribution and loan repayment remittance for accuracy and timeliness
Confirm employer contributions are calculated and funded in accordance with plan document provisions
Partner with Relationship Managers to resolve contribution issues and facilitate processing of employer contributions
Distributions and Participant Transactions Review and approve distribution and loan requests for eligibility, completeness, and compliance with plan provisions, escalating non-routine cases to the 3(16) Services Lead
Monitor terminated participant accounts, provide required notifications, and coordinate accurate and timely processing of force-out and required minimum distributions
Communicate directly with employers and recordkeepers regarding loan and distribution requests, available options, additional information needed, and approval or denial of requests
Notices and Fiduciary Compliance Coordinate delivery of required participant notices and disclosures within applicable IRS and DOL timeframes
Research plan-related issues and corrective measures, and coordinate and document approved corrections with internal teams and recordkeepers
Audit Support and Coordination Support auditors on large plan audits by gathering requested reports and transaction detail
Collaborate with plan sponsors, financial advisors, Relationship Managers, and Plan Administration team to ensure required plan activities are completed timely
Document client interactions, plan data and actions taken in client folders and task management systems
Process Improvement Support the Plan Administration team and Relationship Managers in developing processes and implementing best practices to consistently meet service level agreements (SLAs)
Identify opportunities to solve problems, improve efficiency, and strengthen 3(16) Services 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 of current experience in the retirement plan industry
Working knowledge of qualified defined contribution plan administration, including applicable IRS and DOL requirements
Ability to read and interpret plan documents for eligibility determination, contribution requirements, and distribution options
Excellent written and verbal communication skills
Strong organizational skills and the ability to manage multiple plans in a fast-paced environment
Proficiency in Google Workspace and task and project management software
Nice to have Familiarity with major recordkeeping platforms
Experience with payroll systems and payroll integration
Hands-on experience with ChatGPT, Claude, Copilot, or similar AI tools in day-to-day work
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.