[Remote] 401k Benefits Processing Associate at Human Interest

United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

2+ years of 401(k) money movement or operational experience
Bachelor’s degree OR equivalent experience preferred
Meticulous attention to detail
Capacity to organize and meet performance goals
Effective communication skills, both written and verbal
Advanced Excel skills
Ability to perform at high efficiency in a fast-paced environment
Strong sense of task ownership
Determination to overcome challenges
Ability to identify and communicate process improvements

Responsibilities

Ensure the Human Interest 401(k) plan operates seamlessly and complies with all SLAs and regulatory guidelines relating to money movement including Distribution Trading and Review, Roll-ins, Loans, Stale Disbursement Checks, 1099-R Corrections, Portfolio Rebalancing, and Money Movement Escalations
Partner with front-office teams in answering employee requests and questions about the Human Interest 401(k) plan, and ensure that all response and resolution SLAs are met
Conceptualize and implement process efficiencies in partnership with the product team to improve the 401(k) servicing processes and opportunities
Use discretion and advanced knowledge of Human Interest systems and 401(k) regulation to problem-solve complex issues
Respond to potentially complex escalating 401(k) service issues
Implement and maintain privacy processes and trainings to ensure discreet processing including HIPAA and Fiduciary Training
Serve as a resource to support the broader Financial Operations team with operational processing, program management, and business analysis
Improve the service and efficiency of Human Interest’s 401(k) clients for all active and prior Employees, ensuring that all SLAs are met
Identify opportunities for process improvement across all forms of money movement, working closely with Operations, Technology, and Customer Success teams to drive efficiencies and improve the experience across all Human Interest customers
Help Financial Operations deliver important customer and business outcomes by serving as a “utility player” on strategic and/or complex projects
Create a foundation for future growth within the team

Skills

Human Interest

Simplifies retirement savings plans for businesses

About Human Interest

Human Interest simplifies the setup and management of retirement savings plans for small to medium-sized businesses. It offers a unique 401(k) plan that provides a 3% cash back on employee contributions, encouraging savings for employees earning $60,000 or less annually. The company handles all aspects of 401(k) plan administration, including syncing with payroll, processing contributions, and managing compliance testing and IRS paperwork, allowing businesses to focus on their core operations. Human Interest stands out from competitors by offering transparent pricing with no transaction fees, making it more affordable than traditional retirement benefits. Additionally, it provides financial education through its (k)ickstart™ classroom, which includes a free course for first-time savers, along with award-winning customer service and a mobile-friendly experience.

San Francisco, CaliforniaHeadquarters

2015Year Founded

$561.2MTotal Funding

DEBTCompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

Benefits

Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation

Top-of-the-line health, dental, and vision, with employee premiums fully paid and dependent premiums 50% covered by Human Interest

Stock options for every employee

Generous PTO policy

HSA or FSA offering with an annual employer contribution

Short/Long-term disability and life insurance

Generous parental leave policy

Dollar-for-dollar match of employee donations to nonprofit 501(c)(3) organizations, up to $1,000 per year

Monthly work from home stipend

Annual wellness stipend

Risks

Increased competition from established financial institutions may pressure market share.

Rapid expansion into Utah could strain resources and operational capacity.

Reliance on technology makes Human Interest vulnerable to technological failures or disruptions.

Differentiation

Human Interest offers a unique 3% cash back on employee 401(k) contributions.

The company provides end-to-end administration, including compliance and IRS paperwork handling.

Human Interest charges clear, affordable pricing with zero transaction fees for businesses.

Upsides

The SECURE 2.0 Act could expand Human Interest's customer base among small businesses.

Partnership with BlackRock enhances credibility and provides resources for market expansion.

Increased demand for digital financial services boosts Human Interest's technology-driven approach.

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