Senior Associate, Retirement Plan Administration (Fintech)

TL;DR

Senior Associate, Retirement Plan Administration (Fintech): Managing compliance testing, government reporting, and plan terminations for bundled clients with an accent on qualified retirement plan rules and operations. Focus on executing annual retirement plan administration processes, overseeing client compliance, and driving product improvements.

Location: Hybrid in New York, NY, Austin, TX, King of Prussia, PA, or Scottsdale, AZ

Salary: $80K - $90K

Company

hirify.global is a financial technology company powering the new savings economy through a platform for retirement, education, and healthcare savings.

What you will do

• Perform year-end testing for DC plans.
• Provide subject matter expertise on retirement plan subjects to the client service team.
• Manage plan terminations and EPCRS corrections.
• Deliver consulting services to sponsors and advisors.
• Collaborate with cross-functional teams to improve operational and product workstreams.

Requirements

• Minimum 4 years of Retirement Plan Administration experience.
• Experience with Qualified Plans and IQPA audits.
• Deep understanding of plan administration, compliance testing, and IRS regulations.
• QKA certifications.
• Must be based in or able to work from New York, Austin, King of Prussia, or Scottsdale offices (hybrid model).
• Proficiency in Microsoft Office and G Suite.

Culture & Benefits

• Comprehensive health benefits.
• Generous time off.
• Dedicated Employee Wellbeing Committee.
• Hybrid work model for flexibility.
• Competitive 401(k) plan.

Hiring process

• 1-2 introductory conversations to discuss background and interests.
• Skills or experience-based assessment.
• Virtual or in-person interview panel.
• Reference checks with a manager and a peer.