The opportunity
At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff — payroll, health insurance, 401(k)s, and HR — so owners can focus on their craft and their customers.
What you'll do
Own asset allocations. Independently manage participant level asset: allocations during plan conversions, ensuring accurate parsing, validation, and allocation of transferred funds.
Reconcile with precision. Review trust reports and legacy provider data to: reconcile asset balances prior to system upload, and validate fund mapping, participant elections, and allocation logic to support accurate account setup at go live.
Resolve discrepancies. Perform ad hoc reconciliation of cash movements and: asset balances during and after conversion, and drive open items to resolution.
Establish loan records. Set up and configure participant loan records during: conversion, ensuring accurate balances, repayment schedules, and payroll alignment prior to plan activation.
Protect data integrity. Ensure historical data supports downstream compliance: testing and reporting requirements.
Catch issues early. Identify gaps or inconsistencies in source data, and: partner proactively with client facing teams to resolve them before go live.
What they're looking for
- Eliminate downstream pain. Make sure all required data is collected,: validated, and uploaded accurately before plan activation, so testing, compliance, and 5500 processing can run without rework.
- Collaborate cross functionally. Partner closely with Client Success,: Onboarding, Compliance, and Reconciliations to resolve discrepancies in trust reports, asset allocations, and participant level data.
- Improve how we work. Contribute to automation initiatives and tooling: enhancements that improve conversion accuracy and efficiency.
- + years of experience in retirement plan administration, financial: operations, or onboarding focused operational roles.
