{"id":1980367,"url":"https://alion.io/job/farther-401k-operations-associate","title":"401k Operations Associate","company":{"id":174502,"name":"Farther","domain":"farther.com","url":"https://alion.io/company/farther","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"A","score":93,"open_postings":31,"ghost_share":0.032,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":195,"computed_at":"2026-10-14T06:34:16Z"}},"role":"Operations","role_family":"Operations","seniority":"middle","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dallas, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":56000,"max_usd":109000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1646},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-10-06T21:59:11Z","employer_posted_date":"2026-10-06","last_verified_at":"2026-10-14T13:14:01Z","board_verified":true,"closed_at":null,"days_open":7,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":7},"description":"Company Description\nFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\nFarther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\nJoining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.\nThe Role\nAs 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.\nYour Impact \nSupport advisors in delivering the ongoing service experience for their 401(k) plans.\nPrepare investment committee materials for advisors: fund scorecards and comparisons, fee benchmarking, participant enrollment, plan health and demographic data, and IPS reviews.\nCarry out follow-up from IC meetings:\nTrack action items through to completion.\nCommunicate approved fund and plan design changes to recordkeepers.\nMonitor implementation and confirm that changes were processed correctly.\nCoordinate platform capabilities with the advisor.\nDistribute 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.\nWork service issues with recordkeepers and TPAs to completion. \nPrepare quarterly advisory fee billing, reconcile it against platform balances, and follow up on discrepancies.\nSupport advisors and the Senior 401(k) Specialist with prospect analysis, including fee benchmarking, fund scorecards, and proposal materials.\nSupport onboarding by tracking Retirement Plan Service Agreements and Form ADV, submitting platform documents, and setting up billing.\nManage the internal logistics of moving plans onto the Farther platform.\nCo-craft workflows, checklists, templates, and timelines with advisors and the Senior 401(k) Specialist. \nThe Ideal Match \n4+ years in financial services, including 3+ years of hands-on retirement plan servicing at a recordkeeper, TPA or retirement plan-focused RIA.\nDirect experience with at least two major recordkeeping platforms (e.g., Fidelity, Empower, Schwab, Ascensus, Voya, etc.) and their sponsor and advisor portals.\nWorking knowledge of plan operations: contribution processing, distributions and loans, fund changes and mapping, fee disclosures, and the annual compliance and testing calendar.\nFamiliarity with common ERISA/fiduciary issues retirement plans encounter, e.g., fiduciary status determination, non-discrimination testing failures, etc.\nStrong Excel skills and comfort working in a CRM (HubSpot preferred).\nClear, professional written communication with sponsors, vendors, and advisors.\nBonus Points \nExperience with RPAG (strongly preferred) or Fi360.\nCRPS, QKA, CPFA or another retirement plan designation (preferred, not required).\nExperience with advisory fee billing and reconciliation.\nBackground supporting participant education or financial wellness programs.\nA track record of supporting multiple advisors \nExperience in a growing firm or startup environment.\nWhy Join Us\nCompetitive compensation package that rewards impact\nA collaborative team of experienced advisors and technologists\nThe chance to help build Farther's 401(k) services as the business grows\nFull health benefits, plus 401(k) matching and Roth options\nUnlimited PTO\nReady to disrupt wealth management? Let's talk!","description_format":"text","description_chars":4040,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Retirement plans","Unlimited PTO","Wellness"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-10-06T23:18:00Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":7,"expected_fill_days":195,"reasons":["conf:2","win:early"],"computed_at":"2026-10-14T06:34:16Z"},"pay":null,"html_url":"https://alion.io/job/farther-401k-operations-associate","json_url":"https://alion.io/job/farther-401k-operations-associate.json","meta":{"generated_at":"2026-10-14T13:28:54Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":16486,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":174502},"rest":"https://alion.io/mcp/rest/get_company?id=174502"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffarther-401k-operations-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffarther-401k-operations-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffarther-401k-operations-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/farther-401k-operations-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffarther-401k-operations-associate"}]}