Farther
401k Operations Associate
Hybrid - Dallas, TX +1 · Full-time · Posted Oct 6, 2026
- Location
- Hybrid - Dallas, TX
Dallas, Texas, United States - Experience
- 4+ years in financial services, including 3+ years of hands-on retirement plan servicing.
About the job
Provides operational support to 401(k) plan advisors, including plan servicing, investment committee preparation and follow-up, billing, onboarding, and process development.
What you'll do
- Prepare investment committee materials and track approved plan and fund changes through implementation.
- Maintain plan documents and records, resolve service issues with recordkeepers and TPAs, and reconcile quarterly advisory fee billing.
- Support prospect analysis and plan onboarding, and develop workflows, checklists, templates, and timelines.
What they ask for
- 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 and their sponsor and advisor portals.
- Working knowledge of plan operations and familiarity with common ERISA/fiduciary issues.
- Strong Excel skills and CRM experience; clear, professional written communication.
Nice to have
- HubSpot; RPAG (strongly preferred) or Fi360.
- CRPS, QKA, CPFA, or another retirement plan designation; advisory fee billing and reconciliation experience.
Tools
Excel, HubSpot, RPAG, Fi360, Fidelity, Empower, Schwab, Ascensus
Model-written summary · the original posting is authoritative