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GustoRetirement Implementation Specialist
Gusto operates with the mission of supporting the small business economy by managing essential back-office functions including payroll, health benefits, 401(k) plans, and human resources for…
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About This Role
Gusto operates with the mission of supporting the small business economy by managing essential back-office functions including payroll, health benefits, 401(k) plans, and human resources for over 500,000 businesses nationwide. The company maintains physical locations in San Francisco, New York City, Denver, and Scottsdale. The Retirement Implementation Specialist oversees the complete onboarding journey for 401(k) plans migrating to the platform. This position manages the entire lifecycle from the initial handover…
Job Description
Gusto operates with the mission of supporting the small business economy by managing essential back-office functions including payroll, health benefits, 401(k) plans, and human resources for over 500,000 businesses nationwide. The company maintains physical locations in San Francisco, New York City, Denver, and Scottsdale.
The Retirement Implementation Specialist oversees the complete onboarding journey for 401(k) plans migrating to the platform. This position manages the entire lifecycle from the initial handover through asset movement, data reconciliation, and the submission of the first contribution. The individual acts as the primary contact for plan administrators and sponsors, collaborating closely with internal groups such as Legal, Sales, and Operations.
This opportunity fits professionals who possess a strong grasp of retirement plan mechanics, exceptional precision regarding data, and the ability to navigate multi-step client workflows. Team members utilize artificial intelligence applications to enhance operational workflows and client communications. All full-time staff members receive standard compensation, employee benefits, and equity incentives.
Responsibilities
- Manage a portfolio of 401(k) plan transfers starting from contract signing through asset movement and initial contribution.
- Collect required documentation from plan sponsors and administrators to facilitate accurate data submission and recordkeeping migrations.
- Act as the main communication channel for plan sponsors via telephone, electronic mail, and video conferencing.
- Direct employers through pre-ready task dashboards to prevent delays and maintain target start dates.
- Track performance metrics such as activation speed, time-to-ready status, customer satisfaction, and reply speed.
- Collaborate with internal groups including Operations, Legal, and Sales to handle asset transfers and complex plan adjustments.
- Incorporate artificial intelligence applications to optimize daily workflows and client messaging.
Requirements
- Minimum of two years of total professional experience, featuring at least one year within client-facing implementation, technical account management, or retirement plan administration.
- Demonstrated capability to handle a large active caseload involving multi-step procedures simultaneously.
- Deep expertise in at least one area including SaaS, Operations, or Finance.
- Advanced analytical abilities with meticulous attention to detail regarding data precision and reconciliation.
- Familiarity with Salesforce along with case management and collaboration software.
- Strong communication capabilities across email, phone, and video with a client-first perspective.
- Reliable, consistent attendance and a stable internet connection if approved for a non-office location.
Qualifications
- Background in startup environments or financial services.
- Prior experience with retirement plan administration.
- Possession of, or active pursuit of, the RPS or CRPS designation.
- Familiarity with ERISA standards, payroll software, bundled versus unbundled providers, or Safe Harbor compliance.
Core Skills
Benefits
- Competitive base pay
- Employee benefits
- Equity in the form of RSUs
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
What is the employment type for this role?
This position is full-time.
What is the salary range for the Retirement Implementation Specialist?
The cash compensation range is listed as $53,750.00 to $64,500.00 per year specifically for Denver and Atlanta, with final offers determined by factors such as location, experience, and expertise.
What are the experience requirements for applicants?
Applicants must have at least two years of total work experience, including one year in client-facing implementation, technical account management, or retirement plan administration.
Does the posting specify remote work details?
The posting indicates that the location is remote, though employees based near physical offices in Denver, San Francisco, and New York City are expected to work from the office approximately two to three days per week or more depending on the role.
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