myubiquity - Ubiquity Retirement and Savings (dba Decimal Inc) - Client Onboarding Analyst – New Plans
Requirements
• Strong attention to detail, with the ability to manage a high-volume pipeline accurately and meet SLAs • Excellent written and verbal communication, with a client-focused approach • Sound judgment; works independently and collaboratively and escalates appropriately • Proficiency in Microsoft Office (Outlook, Excel, Word) • Bachelor's degree or equivalent combination of education and experience • 401(k) industry experience, ideally in new plan setup, implementation, plan documents, or plan design • Working knowledge of plan design and administration (Safe Harbor, traditional 401(k), Profit Sharing), ERISA, and IRS limits • Client-facing onboarding experience with plan sponsors and advisors • Fintech or SaaS experience, including API-based integrations or cloud recordkeeping platforms • Familiarity with payroll integrations, contribution files, and census data • Salesforce and Asana; recordkeeping, plan document, compliance testing, or Form 5500 platforms (e.g., FT Williams, ASC) a plus • QKA designation, or pursuit of ASPPA or NIPA credentials, a plus
Responsibilities
• Plan Setup & Documents • Manage an assigned pipeline of new plan cases from contract to go-live, tracking milestones and SLAs in Salesforce and flagging at-risk cases early. • Review plan design elections, resolve gaps or inconsistencies, and draft plan documents that comply with ERISA, IRS, and DOL requirements. • Set up trust accounts and confirm investment elections match the plan document and client instructions. • Keep case records and notes current in Salesforce and the recordkeeping system. • Payroll Integration • Work with sponsors to configure contribution data, census information, and payroll schedules before the first payroll. • Guide sponsors through connecting their payroll system, including steps and timelines. • Monitor first payroll submissions after go-live, troubleshoot discrepancies, and escalate anything you can't resolve. • Document each case's payroll setup and any integration issues. • Client & Advisor Communication • Lead kickoff calls to set expectations, review the timeline, and confirm who owes what. • Give sponsors, advisors, and TPAs proactive, milestone-based updates. • Teach sponsors the platform (portal, contributions, enrollment, reporting) so they can manage their plan independently at go-live. • Follow up on documents, signatures, and elections to keep time to first contribution short. • Compliance & Quality • Complete setup work in line with ERISA, IRS, and DOL rules, including required notices, contribution limits, and eligibility. • Review your own work for accuracy and fix errors before go-live. • Stay current on regulatory changes, including SECURE Act provisions. • Follow all Ubiquity security policies. • Collaboration & Escalation • Coordinate with internal teams on routine tasks within your authority; send complex questions, blockers, and anything needing leadership judgment to the Team Lead. • Partner with Sales and Client Experience for a smooth handoff from the point of sale. • Surface recurring issues and process gaps to the Team Lead, and help teammates during high-volume periods. • Payroll Integration
Benefits
• Health, dental, and vision coverage — 90% of your premium covered, 60% for dependents • 401(k) with company match up to 4% of your gross annual pay • $100/month wellness reimbursement + $300 home office stipend • Fully remote, flexible work culture
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