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
Serve as the ERISA/compliance escalation point for Conversion Ops and Sales: on complex plan provisions, eligibility questions, and Adoption Agreement interpretation.
Own end-to-end quality assurance for the plan review process: validating each build against the signed Adoption Agreement, and developing the internal tooling and business rules that support the review process at scale.
Conduct plan reviews for new and converting 401(k) plans, translating complex: legal plan documents into clear, accurate guidance for internal teams and customers.
Build and deliver internal training and reference materials so Conversion: Ops, Sales, and Customer Experience teams can handle routine plan questions independently.
Partner with Legal & Compliance on regulatory interpretation and sign-off for higher-risk plan changes.
Identify and champion opportunities to use AI tools and automation to reduce: manual review time while strengthening accuracy across plan setup and compliance workflows.
What they're looking for
- –5 years of experience in 401(k)/defined contribution plan administration, compliance, or ERISA
- Strong working knowledge of IRS and ERISA regulations governing retirement: plans, including eligibility, testing, and corrections.
- Experience reviewing plan documents (Adoption Agreements, plan provisions): and translating them into operational guidance.
- Comfort partnering cross-functionally with Sales, Conversion Ops, and Legal &: Compliance on ambiguous, escalated issues.
