401(K) Jobs in Madison, WI

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Looking for 401(K) jobs in Madison, WI? Browse our curated listings with transparent salary information to find the perfect 401(K) position in the Madison, WI area.

Digital Support Specialist (DSS)

Company: Gordon Flesch Company

Location: Madison, WI

Posted May 04, 2024

<p>Offering an opportunity to be part of a highperformance team enjoy exceptional benefits and a supportive worklife balance the Gordon Flesch Company is an employer of choice throughout WI IL IN IA and OH The Gordon Flesch Company strives to recognize and appreciate our associates commitment creativity and the results they deliver every day for our customers and the community Salary for this position is based on level of experience <p> <p><strong>In this role you will<strong> <p> <ul><li>Conduct product installationcustomer training on core products <ul><li>Install and connect MultiFunctional Devices printers and local scanners to the network or workstation and configure devices including embedded applications<li> <li>Maintain knowledge of device functionalities software capabilities network certifications and industry standards<li> <li>Install software drivers on customer servers and workstations<li> <li>Provide enduser and Admin training on networking features print scan send fax from desktop<li> <ul><li> <li>Assist in the installations and support 3rd party applications including but not limited to Uniflow Equitrac Paper Cut and ImagePASS controllers<li> <li>Troubleshoot remotely utilizing various connection methods<li> <li>Gather customer network data required for device installations pre or post as needed<li> <li>Responsible for device cloning on major installations<li> <li>Organize maintain and update files utilities and software on corporate resources<li> <li>Complete accurate daily activity mileage logs and other reports as required<li> <li>Maintain basic knowledge of product cyber security<li> <li>Mentor Field Technicians for backup capabilities<li> <ul><p><strong>You should have<strong> <p> <ul><li>High school diploma or equivalent<li> <li>General understanding of Microsoft networking technology<li> <li>Excellent organizational skills<li> <li>Experience with various business applications<li> <li>Versed in Windows OS and MAC OS with the ability to troubleshoot related issues<li> <li>Excellent presentation and communications skills<li> <li>Strong commitment to customer satisfaction<li> <li>Valid drivers license and appropriate auto insurance as dictated by state requirements<li> <li>Ability to pass drug screenings and background checks as required<li> <li>Access to reliable transportation<li> <li>Ability to lift 75 pounds<li> <ul><p><strong>Preferred Qualifications<strong> <p> <ul><li>Associates degree<li> <li>Net+ certification or 1 2 years network administration experience<li> <li>Microsoft Certified Professional or Microsoft Certified Technical Specialist certifications <li> <ul><p>The Gordon Flesch Company offers Medical Dental Personal Time Vacation Time Holiday Time Tuition Reimbursement 401k and 401k match a Wellness Program and many more <p> <p>The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay or the pay of another employee or applicant However employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information unless the disclosure is a in response to a formal complaint or charge b in furtherance of an investigation proceeding hearing or action including an investigation conducted by the employer or c consistent with the contractors legal duty to furnish information 41 CFR 60135c<p>

Customer Experience Analyst

Company: Clarios

Location: Milwaukee, WI

Posted Apr 30, 2024

Clarios is seeking a CX Analyst to implement and manage a robust Voice of Customer (VoC) program. The role involves working with regional teams to ensure consistency in customer surveys, interviews, and social listening, and managing the consolidation of results. The ideal candidate should have strong analytical skills, knowledge of customer research methods, and experience in conducting surveys, interviews, and focus groups. Familiarity with social media platforms and data visualization tools is also required. The role offers comprehensive benefits, including medical, dental, vision care, a 401(k) savings plan, tuition reimbursement, and parental leave programs.

Senior Program Manager

Company: Clarios

Location: Milwaukee, WI

Posted May 05, 2024

Clarios is seeking a Senior Program Manager for the Connected Services Business Unit. The ideal candidate will lead program and portfolio management, define and manage global program governance, and manage the Connected Services program budget and portfolio. The role requires a Bachelor's degree, 5+ years of program or project management experience, and PMP Certification. The candidate should have excellent collaboration skills, experience in organizational change management, and the ability to use data to drive program improvements. Clarios offers comprehensive benefits, including medical, dental, vision care, a 401(k) savings plan, tuition reimbursement, and parental leave programs. The company is committed to sustainability, diversity, and equal opportunity.

Senior Financial Analyst

Company: Molson Coors Beverage Company

Location: Milwaukee, WI

Posted May 03, 2024

Molson Coors Beverage Company is a company that brews beverages and is looking for a Senior Analyst-Americas FP&A to support their planning, forecasting, and consolidation processes. The company values diversity and inclusion and offers a range of benefits and perks to its employees.

Treasury and Payment Solutions Sales Analyst I

Company: HTLF

Location: Milwaukee, WI

Posted Apr 30, 2024

HTLF is a diverse financial services company that values its employees and their unique backgrounds. The Treasury and Payment Solutions Sales Analyst I role involves supporting commercial bankers and sales teams in creating proposals and sales presentations for Treasury and Commercial Card products. The position requires basic knowledge of cash management and commercial card products, proficiency in Microsoft Office Suite, and strong interpersonal and customer service skills. The targeted salary for this role is between $62,127.00 and $80,765.00, with potential for incentive compensation and benefits.

Finance Operations Administrator

Company: Clarios

Location: Milwaukee, WI

Posted Apr 30, 2024

The job description outlines a role in a fast-paced corporate environment, providing high-level support to several leaders, primarily the VP of Global Tax. The role involves managing global tax tools, maintaining tax calendars and dashboards, and handling various administrative tasks. The ideal candidate should have strong organizational skills, problem-solving abilities, and proficiency in Microsoft Office Suite. No tax experience is required, but a degree in business administration with an emphasis on accounting or IT systems is preferred. The role offers comprehensive benefits, including medical, dental, vision care, a 401(k) plan, and tuition reimbursement. Clarios, the company offering this role, is a global leader in car battery production, committed to sustainability and diversity.

Operations Manager

Company: Loomis

Location: Milwaukee, WI

Posted Apr 30, 2024

<p><strong>With a network of nearly 200 branches Loomis armored transportation cash management centers and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US Loomis prides itself on providing employees with opportunities for career advancement and job satisfaction In fact many of our companys managers vice presidents and corporate executives started out in the branches as driverguards and tellers Our work can be challenging but the thousands who have stayed with our company for decades will tell you that if you have the desire to learn and the drive to succeed Loomis is the place to be Come join our team<strong> <p> <p>The Operations Manager will be responsible for implementing and administering Loomis policies and procedures as well as monitoring and controlling daily operations and assisting with longterm operation of armored car routes and the cash vault <p> <p>The Operations Manager will work alongside Management to develop maintain and supervise a professional employeecentered culture a safe and secure operation a high level of service delivery and cost effective and productive operations This includes operational responsibility for all route operations armored and ATM vault and facility security operations as directed by the Branch Manager <p> <p><strong>Typical Duties Responsibilities<strong> <p> <ul><li>Complete and maintaining schedulingrouting on daily basis<li> <li>Oversight and coordination of armored and ATM route dispatch firstline ATM <p>maintenance vault and terminal operations<p><li> <li>Maintaining effectiveness and efficiency of route terminal and vault operations<li> <li>Safety of employees vehicles and facilities through training monitoring and <p>enforcement of policies and procedures<p><li> <li>Security of cargo and terminal through training monitoring and enforcement of policies <p>and procedures including terminal opening and closing<p><li> <li>Investigating accidents and processing required paperwork<li> <li>Developing and maintaining customer service capabilities among all operations staff<li> <li>Responding to customer inquiries and or complaints and solving logistical issues<li> <li>Coordinating with sales other Division branches and departments Division and corporate <p>staff other carriers and vendors in creating and implementing viable <p> <p>operational solutions to new customers<p><li> <li>Controlling overtime hours Monitoring employee vacation schedules Maintaining <p>effectiveness and efficiency of operational functions<p><li> <li>Communication with all employees to Immediately resolve any outstanding issues andor <p>complaints<p><li> <li>Completion of any and all additional responsibilities that are assigned by the Branch <p>Manager andor other Management Team Members on an as needed basis<p><li> <li>Provide leadership that is dedicated to professionalism continuous improvement and <p>exceeding challenging goals and objectives<p><li> <li>Recruiting interviewing testing selecting training and supervising of operations personnel<li> <li>Oversight and coordination of maintenance of vehicles forklifts and other equipment<li> <li>Emergency response to include response to employee injuries facility security incidents <p>vehicle incidents and security investigations<p><li> <li>Manipulation and maintenance of route and vault data to include manual paperwork and <p>electronic data<p><li> <li>All other duties as assigned by the Branch Manager<li> <ul><p><strong>Skills and Qualifications<strong> <p> <ul><li>Valid firearms permit<li> <li>A strong positive leadership and supervisory presence proven through professional experience is required<li> <li>Excellent verbal and written communication skills and the ability to teach coach and present to small and large groups is required<li> <li>Experience in transportation and warehousing transportation logistics or a related field required<li> <li>Experience in banking or retail cash and ATM operations preferred<li> <li>Excellent computer skills and a working knowledge of Microsoft Office programs required<li> <li>Strong desire to succeed advance grow your career and work for an industry and companyleading branch is required<li> <ul><p><strong>Benefits<strong> <p> <p><strong>Loomis offers one of the most comprehensive employees benefit packages in the industry which includes<strong> <p> <ul><li>Vacation and Sick Time PTO as well as Paid Holidays<li> <li>Health amp Dental Insurance<li> <li>Vision Insurance<li> <li>401k Plan<li> <li>Basic Life Insurance Plan<li> <li>Voluntary Life Insurance Plan<li> <li>Flexible Spending and Health Savings Account<li> <li>Dependent Care Account<li> <li>Industry leading Training and Development<li> <ul><p><strong>Loomis is an Equal Opportunity Employer and Drug Free Workplace Qualified applicants will receive consideration for employment without regard to their race color religion national origin sex sexual orientation gender identity protected veteran status or disability<strong> <p> <p><strong>Other details<strong> <p> <ul><li> Job Family Exempt<li> <li> Job Function Operations<li> <li> Pay Type Salary<li> <li> Job Start Date Thursday April 11 2024<li> <ul><p>Apply Now<p>

Senior Accountant (Remote/Hybrid)

Company: Apple Leisure Group

Location: Milwaukee, WI

Posted May 01, 2024

Apple Leisure Group is a vertically integrated travel, hospitality, and leisure management group that offers a wide range of services, including vacation packages, resort brand management, destination management services, a loyalty program, and technology solutions. The company is committed to diversity and inclusion, and offers competitive benefits to its employees. The role of a Senior Accountant within ALG Vacations involves delivering accurate financial results, providing input for forecasting and budgeting, and working in a fast-paced corporate environment. The ideal candidate should have a Bachelor's Degree in Accounting, a CPA license, and at least 3-5 years of accounting experience.

Middle Market Relationship Manager

Company: HTLF

Location: Milwaukee, WI

Posted Apr 30, 2024

HTLF is a diversified financial services company that values diversity and equal opportunity. They are committed to creating a diverse workforce and consider all qualified applicants without discrimination. The company is headquartered in Denver, Colorado, and delivers community banking at scale. HTLF is deeply invested in the communities they serve and is dedicated to making it the best place to work. The Middle Market Relationship Manager position involves sourcing business opportunities, developing and cultivating relationships with clients, managing a portfolio of middle market clients, and driving revenue growth. The role requires a Bachelor's degree in a business-related field, 10+ years of experience in prospecting and managing relationships with middle market and mid-corporate clients, and formal credit training. The targeted salary for this role is between $206,594.00 and $268,572.00.

Transition Project Manager - Milwaukee

Company: Paycom

Location: Milwaukee, WI

Posted May 05, 2024

<p><strong>Job Details<strong> <p> <p><strong>Level<strong> <p> <p>Experienced <p> <p><strong>Job Location<strong> <p> <p>Milwaukee Office Milwaukee WI <p> <p><strong>Position Type<strong> <p> <p>Full Time <p> <p><strong>Education Level<strong> <p> <p>Bachelors Degree <p> <p><strong>Travel Percentage<strong> <p> <p>Up to 50 <p> <p><strong>Job Category<strong> <p> <p>Client Setup amp Service <p> <p><strong>Description<strong> <p> <p>This position has a starting salary of $62500 per annum with an uncapped commission plan Paycom provides employees health insurance at an employee cost of $1 perpayperiod a 401k plan with company match available flexible spending accounts $50000 basic life and ADampD paid vacation holidays and sick leave employee stock purchase plan paid family leave and many other available benefits <p> <p>The Transition Project Manager internally known as Transition Specialist Representative leads the Paycom implementation by partnering with Outside Sales Reps Client Relations Representatives CRR Paycom Specialists PSD and New Client Setup NCS Specialists to ensure a successful implementation by guiding our clients to 100 usage and adoption of the Paycom solution They lead communications with internal and external stakeholders and project personnel ensuring timely and accurate completion of the project <p> <p><strong>RESPONSIBILITIES<strong> <p> <p><strong>Workload amp Project Management<strong> <p> <ul><li>Defines a detailed implementation plan for all customers which includes the goal of 100 employee usage<li> <li>Successfully implements newly released products with all clients<li> <li>Holds clients accountable to deadlines and drives projects to a successful and timely completion while achieving position metrics and customer satisfaction<li> <li>Achieving results by organizing time effectively and utilizing selfmanagement habits that lead to increased productivity<li> <li>Managing and allocating resources to ensure work is completed efficiently and effectively on or before deliverable deadlines<li> <li>Processes standard to complex payrolls under limited supervision amp coordinates payroll processing timelines with all clients to ensure payroll is submitted in accordance to Paycom submission deadlines<li> <li>Holds internal and external partners accountable to project objectives and timelines<li> <li>Provides technical and functional support to all internal and external parties with a Paycom Project Plan to collect outstanding data for each clients and ensure all deadlines are met<li> <li>Works with clients to map their current process understand client pain points and identify areas of improvement to maximize efficiencies through use of the Paycom solution and best practices<li> <li>Coordinates with clients to collect setup documentation of all applicable HCM products<li> <li>Ensures all open implementation tasks are completed clients acceptance meeting is successfully conducted and all handoff requirements are met per the process to indicate that the client is trained and prepared to transition to the longterm care teams PSDCRR<li> <li>Consistently meets internal deadlines for reports trainings etc<li> <li>Leads the internal implementation team in the creation and execution of employee usage strategies <li> <ul><p><strong>Risk Management<strong> <p> <ul><li>Diagnoses researches and resolves customer concerns and requests<li> <li>Makes independent decisions on problem resolution that are consistent with Paycom policies and procedures<li> <li>Submits all sensitive data through appropriate Paycom platforms in accordance with Paycom Security Standards<li> <li>Proactively anticipates clients needs and assesses risk<li> <li>Keeps management informed of any significant client problems<li> <ul><p><strong>Training amp Mentoring<strong> <p> <ul><li>Utilizes the Paycom Project Plan to record setup and trainings for all HCM products per clients<li> <li>Promotes the use of Paycom HCM products through training on site or via web meeting<li> <li>Ensures all trainings have client acceptance and meet all Paycom standards<li> <ul><p><strong>Change Management<strong> <p> <ul><li>Actively drives the company vision through the utilization of the Paycom solution<li> <li>Easily adapts to internal process changes and stays up to date on product developments<li> <li>Completes Paycom product training to stay abreast of new releases and functionality in order to successfully advise and direct clients on best practices to platform optimization<li> <li>Holds internal and external partners accountable to project objectives and timelines<li> <li>Demonstrates initiative by constantly looking for and recommending ways to improve the TSR role<li> <ul><p><strong>Communication<strong> <p> <ul><li>Monitors all communication channels including but not limited to email and telephone notifications providing prompt responses<li> <li>Answers standard to complex questions under limited supervision<li> <li>Communicates the importance of data validation and first payroll preparation requirements to all clients to ensure perfect first payrolls<li> <li>Ensures documentation of client processes and account notes are logged timely within Paycom Client Intelligence PCI<li> <li>Ensures proper meeting etiquette by paying attention to the correct posture inflection courtesy tone understandability and rate of speech<li> <li>Communicates effectively with clients and colleagues to establish cordialeffective working relationships<li> <li>Tactfully communicates critical feedback to clients colleagues and manager<li> <li>Assumes responsibility for establishing and maintaining effective communication and coordination with Paycom personnel and management<li> <li>Attends and leads meetings as required on site andor web meeting <li> <li>Maintains a positive attitude with all Paycom personnel and management<li> <li>Adheres to all policies of Paycom including those outlined in the Paycom Employee Handbook<li> <li>Communicates agendas and recaps for all meetings and trainings<li> <ul><p><strong>Travel <strong> <p> <ul><li>Up to 50 travel may include overnight on all avenues of transportation plane train andor automobile<li> <li>Required to attend in person New Hire Regional and Department training<li> <ul><p><strong>Qualifications<strong> <p> <p><strong>EducationCertification<strong> <p> <ul><li>Bachelors degree<li> <ul><p><strong>Experience<strong> <p> <ul><li>At least 1 year of applicable experience in a customerfacing role <li> <ul><p><strong>PREFERRED QUALIFICATIONS<strong> <p> <p><strong>EducationCertification<strong> <p> <ul><li>Certifications such as Six Sigma White Belt Green Belt CAPM CSM PMP MBA or comparable program<li> <ul><p><strong>SkillsAbilities<strong> <p> <ul><li>Ability to work as part of a crossfunctional team<li> <li>Ability to perform job duties with moderate supervision<li> <li>Oral and written communication skills<li> <li>Bilingual preferred able to read write and speak Spanish andor French proficiently<li> <li>Public speakingpresentation skills with both small and large formats 50+ attendees <li> <li>Ability to build trust and collaborative relationships<li> <li>Consistently and effectively executes client meetings with business acumen<li> <li>Intermediate knowledge of the industry product and processes<li> <li>Intermediate computer skills in Excel MS Office Suite Outlook and Webbased Platforms<li> <li>Detail oriented and consistently delivers high quality results<li> <li>Intermediate project management and planning skills<li> <li>Interpersonal skills<li> <li>Maintains professional appearance and calm demeanor<li> <li>Ability to prioritize objectives<li> <li>Excellent time management skills<li> <li>Intermediate problem solving and conflict resolution skills<li> <li>Organizational skills<li> <li>Takes initiative to learn about a variety of client industries and expands knowledge base<li> <li>Able to operate in deescalation and key decisionmaking scenarios with guidance from direct supervisor<li> <li>Takes initiative to seek personal and professional development opportunities<li> <ul><p><strong>Paycom is an equal opportunity employer and prohibits discrimination and harassment of any kind Paycom makes employment decisions on the basis of business needs job requirements individual qualifications and merit Paycom wants to have the best available people in every job Therefore Paycom does not permit its employees to harass discriminate or retaliate against other employees or applicants because of race color religion sex sexual orientation gender identity pregnancy national origin military and veteran status age physical or mental disability genetic characteristic reproductive health decisions family or parental status or any other consideration made unlawful by applicable laws Equal employment opportunity will be extended to all persons in all aspects of the employeremployee relationship This policy applies to all terms and conditions of employment including but not limited to hiring training promotion discipline compensation benefits and separation of employment The Human Resources Department has overall responsibility for this policy and maintains reporting and monitoring procedures Any questions or concerns should be referred to the Human Resources Department To learn more about Paycoms affirmative action policy equal employment opportunity or to request an accommodation Click on the link to find more information <strong><strong>paycomcomcareerseeoc<strong><p>

Senior Graphic Designer

Company: Jockey International, Inc.

Location: Milwaukee, WI

Posted Apr 30, 2024

<p>At Jockey caring is our responsibility Its the fabric of who we are and drives everything we do It drives us to listen innovate and improve To design thoughtfully To craft skillfully To give back wholeheartedly Founded in 1876 Jockey is a familyowned company recognized the world over for delivering feelgood comfort Our premium apparel is sold in more than 140 countries and our commitment to quality innovation and customer service is legendary <p> <p>We believe that extraordinary service comes from the heart and is delivered by extraordinary individuals Is that you <p> <p>Jockey is seeking a <strong>Senior Graphic Designer<strong> to join our Marketing team <p> <p>The Senior Graphic Designer will work closely with others to lead the visual strategy for inspiring industryleading catalogs and print material This position will be involved from concept to completion on design deliverables such as catalog direct mail print collateral integrated campaign concepts and advertising <p> <p>This position will be located at our corporate headquarters in <strong>Kenosha WI<strong> between <strong>Chicago IL<strong> and <strong>Milwaukee WI<strong> area <p> <p><strong>ESSENTIAL FUNCTIONS<strong> <p> <ul><li> Lead design concepts and execution for seasonal catalogs print collateral and creative development <li> <li> Collaborate with internal partners to understand and help drive strategy to execute against creative brief objectives<li> <li> Work with key stakeholders to coordinate print reviews and to organize timeline with the ability to articulate creative concepts and rationale<li> <li> Understand the strategic objectives of each project and its components while continuously developing a thorough understanding of collections and individual products<li> <li> Direct and manage projects with other graphic designers as needed for extended print projects<li> <li> Create innovative solutions for projects within brand guidelines and product architecture<li> <li> Propose further development of standards methodologies and processes for department<li> <li> Collaborate with inhouse photo retoucher on image retouching and color calibration for all images used in artwork files<li> <li> Troubleshoot and remedy issues with inhouse and thirdparty vendors<li> <li> Stay up to date on latest design and photography trends providing new ideas and insights to designers and marketers<li> <li> Research competitive catalog print material and advertising to ensure the company is staying competitive in the marketplace<li> <li> Create guidelines ensuring hierarchy template consistency and clear brand communication <li> <li> Maintain the organization of file management system for creative team as outlined by department processes<li> <li> Delegate project tasks to junior designers<li> <li> Select and direct retouching for images in projects<li> <li> Meet and exceed goal metrics for new product and business development launches<li> <li> Develop conceptual creative across channels to elevate the Jockey brand against competitors and in the minds of target consumers<li> <li> Deliver innovative solutions that can be applied across channel marketing<li> <li>Create and maintain packaging guidelines that can be used by the entire company as reference to our packaging templates throughout the packaging process<li> <ul><p><strong>MINIMUM QUALIFICATIONS<strong> <p> <ul><li> 5+ years of proven graphic design experience in a creative environment <li> <li> Bachelors degree in graphic design or related field<li> <li> Portfolio that demonstrates print and catalogue design principles<li> <li> Strong conceptual skills and expertise of typography photography and layout<li> <li> Experience working in retail fashion andor consumer goods capacity<li> <li> Ability to work independently while also collaborating with a team for successful project outcomes<li> <li> Ability to coordinate multiple schedules and project calendars<li> <li> Excellent written and verbal communication skills<li> <li>Detail oriented with strong collaboration skills<li> <li> Ability to present work to cross functional teams and leadership<li> <li> Knowledge of Microsoft Office Word Excel Outlook<li> <li> Expert knowledge of Adobe Creative Suite on Mac OS<li> <ul><p>In return for your expertise <strong>JOCKEY<strong> offers a competitive and comprehensive flexible benefits package which includes MedicalDentalLifeVision 401k educational support paid Volunteerism program fitness club discounts onsite health amp wellness programs generous employee discounts a business casual work environment a challenging work environment and exciting career growth opportunities<p>

Receptionist/Office Coordinator

Company: Dungarvin

Location: Madison, WI

Posted May 05, 2024

Dungarvin is a family-oriented company offering top-notch community-based support for individuals with intellectual and developmental disabilities, mental health challenges, and significant medical needs. The company provides comprehensive benefits, including medical, dental, vision, flexible work schedules, PTO, 401(k) plan, hardware stipend, mileage reimbursement, insurance options, and professional development opportunities. The Office Coordinator role involves administrative duties, receptionist tasks, and Local Help Desk support, with travel to local programs for on-site technical assistance. Qualifications include being at least 18, having a valid driver's license, high school diploma, at least 2 years of related experience, and intermediate knowledge of Microsoft Office 365.

Frequently Asked Questions

What are typical salary ranges by seniority for 401(K) positions?
Entry‑level Analyst: $55k‑$70k. Mid‑level Senior Analyst: $75k‑$95k. Manager: $100k‑$130k. Director: $135k‑$170k. VP/Chief Plan Officer: $180k‑$220k, depending on firm size and geographic region.
What skills and certifications are required in 401(K) roles?
Core skills: ERISA compliance, fiduciary duty analysis, pension plan design, asset‑allocation modeling, and data‑driven decision making. Technical proficiencies: Fidelity, Schwab, BlackRock Aladdin, Workday, and Excel VBA for reporting. Certifications: CPA, CEBS, CFA, Certified Retirement Counselor, and Certified Pension Administrator are highly valued.
Is remote work available for 401(K) professionals?
Yes. Approximately 65% of 401(K) Analyst and Compliance roles support full or hybrid remote schedules, as regulatory and data‑analytics tasks can be performed from any compliant location. Remote teams often use secure VPNs, encrypted data platforms, and real‑time collaboration tools.
What career progression paths exist in the 401(K) field?
Typical ladder: Analyst → Senior Analyst → Manager → Director → VP/Chief Plan Officer. Advancement hinges on accruing fiduciary experience, obtaining advanced certifications, and demonstrating leadership in plan redesign or technology implementation projects.
What industry trends are shaping 401(K) work?
Key trends include ESG‑aligned investment options, AI‑driven plan analytics, automated enrollment and contribution boosts, regulatory updates like the Pension Protection Act amendments, and the shift toward cloud‑based plan administration platforms.

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