Join Farther as a 401(k) Operations Associate to support retirement plan advisors and enhance operational processes.
Posted by employer 1 day ago
First seen on Joblaze 1 day ago
Last verified on the company career page 1 day ago
What you'll build
- Support advisors in delivering ongoing service experience for 401(k) plans
- Prepare investment committee materials for advisors
- Track action items from IC meetings to completion
- Manage internal logistics of moving plans onto the Farther platform
- Co-craft workflows, checklists, templates, and timelines
Must have
- 4+ years in financial services
- 3+ years of hands-on retirement plan servicing
- Direct experience with at least two major recordkeeping platforms
- Working knowledge of plan operations
- Strong Excel skills
Nice to have
- Experience with RPAG
- CRPS, QKA, CPFA or another retirement plan designation
- Experience with advisory fee billing and reconciliation
- Background supporting participant education or financial wellness programs
- Experience in a growing firm or startup environment
Requirements
- Experience
- 4+ years
Not disclosed in this posting: compensation, visa sponsorship.
Benefits
Joblaze summary
The 401(k) Operations Associate at Farther plays a crucial role in supporting retirement plan advisors by managing operational tasks and ensuring smooth service delivery for clients. This position requires expertise in retirement plan servicing, familiarity with major recordkeeping platforms, and strong analytical skills, particularly in Excel. Ideal candidates have over four years of experience in financial services, with a focus on retirement plans, and are comfortable in a fast-paced, collaborative environment. Farther's team is composed of experienced professionals dedicated to enhancing wealth management services.
Joblaze insights
- Listed yesterday — first seen on Joblaze October 7, 2026. Last confirmed on Farther's careers page October 7, 2026.
Quick facts
- Is the 401k Operations Associate role remote?
- It's hybrid — Farther expects some on-site time in Dallas, TX, United States.
- How much experience is required?
- At least 4 years of relevant experience for this 401k Operations Associate role.
- Where is the role based?
- Farther is hiring for this position in Dallas, TX, United States.
- What seniority level is this role?
- Farther targets mid-level candidates for this position.
- Is this full-time or contract?
- Full-time for this 401k Operations Associate role at Farther.
From the original posting
Company Description
The Role
As our 401(k) Operations Associate, you'll be the operational backbone behind Farther's retirement plan advisors and our Senior 401(k) Specialist. You will partner with our advisors to help them lead the relationships with plan sponsors, investment committees and participants. You'll also have a hand in building the processes that let Farther's 401(k) services scale as the business grows.
Your Impact
- Support advisors in delivering the ongoing service experience for their 401(k) plans.
- Prepare investment committee materials for advisors: fund scorecards and comparisons, fee benchmarking, participant enrollment, plan health and demographic data, and IPS reviews.
- Carry out follow-up from IC meetings:
- Track action items through to completion.
- Communicate approved fund and plan design changes to recordkeepers.
- Monitor implementation and confirm that changes were processed correctly.
- Coordinate platform capabilities with the advisor.
- Distribute and maintain required plan documents, including 408(b)(2) disclosures, Summary of Services, IPS and IC Charter. Keep accurate records of all plan documentation, communications and transactions.
- Work service issues with recordkeepers and TPAs to completion.
- Prepare quarterly advisory fee billing, reconcile it against platform balances, and follow up on discrepancies.
- Support advisors and the Senior 401(k) Specialist with prospect analysis, including fee benchmarking, fund scorecards, and proposal materials.
- Support onboarding by tracking Retirement Plan Service Agreements and Form ADV, submitting platform documents, and setting up billing.
- Manage the internal logistics of moving plans onto the Farther platform.
- Co-craft workflows, checklists, templates, and timelines with advisors and the Senior 401(k) Specialist.
The Ideal Match
- 4+ years in financial services, including 3+ years of hands-on retirement plan servicing at a recordkeeper, TPA or retirement plan-focused RIA.
- Direct experience with at least two major recordkeeping platforms (e.g., Fidelity, Empower, Schwab, Ascensus, Voya, etc.) and their sponsor and advisor portals.
- Working knowledge of plan operations: contribution processing, distributions and loans, fund changes and mapping, fee disclosures, and the annual compliance and testing calendar.
- Familiarity with common ERISA/fiduciary issues retirement plans encounter, e.g., fiduciary status determination, non-discrimination testing failures, etc.
- Strong Excel skills and comfort working in a CRM (HubSpot preferred).
- Clear, professional written communication with sponsors, vendors, and advisors.
Bonus Points
- Experience with RPAG (strongly preferred) or Fi360.
- CRPS, QKA, CPFA or another retirement plan designation (preferred, not required).
- Experience with advisory fee billing and reconciliation.
- Background supporting participant education or financial wellness programs.
- A track record of supporting multiple advisors
- Experience in a growing firm or startup environment.
Why Join Us
- Competitive compensation package that rewards impact
- A collaborative team of experienced advisors and technologists
- The chance to help build Farther's 401(k) services as the business grows
- Full health benefits, plus 401(k) matching and Roth options
- Unlimited PTO
Ready to disrupt wealth management? Let's talk!
Standard company text repeated across Farther's postings is omitted here.