401(K) Jobs in Omaha, Nebraska

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

Programmer/Analyst III

Company: Nebraska Furniture Mart

Location: Omaha, NE

Posted Apr 12, 2024

Nebraska Furniture Mart (NFM) is seeking a Programmer Analyst III for a remote position in NE, IA, MO, KS, or TX. The role involves evaluating, analyzing, developing, testing, implementing, and maintaining application software systems. The ideal candidate should have a Bachelor's degree in computer science, MIS, Engineering, or a related field, and 5+ years of experience in C#, Web API, .NET Core, and web technologies. NFM offers a fun, stable work environment, competitive pay, inclusive culture, and various benefits such as health insurance, paid time off, staff discount, and career development opportunities.

Legal Coordinator

Company: Nebraska Furniture Mart

Location: Omaha, NE

Posted Apr 14, 2024

Nebraska Furniture Mart (NFM) is seeking a Legal Coordinator with 3-5 years of experience in legal accounts or asset recoveries. The role involves preparing and filing legal documents, acting as the primary contact with debtor's attorneys, and negotiating with debtors. NFM offers a fun, stable work environment, competitive pay, and comprehensive benefits including health insurance, paid time off, and a staff discount on merchandise. The company has been named one of Furniture Today's Best Places to Work due to its inclusive culture, career development opportunities, and commitment to community service.

Omni Channel Business Insights Analyst II

Company: Nebraska Furniture Mart

Location: Omaha, NE

Posted Apr 14, 2024

Nebraska Furniture Mart (NFM) is seeking an Omni Channel Business Insights Analyst II. The role involves developing and creating new capabilities to drive key omni channel strategies. The ideal candidate will have a Bachelor's degree in Computer Science, Management Information Systems, Business Administration or equivalent experience, and 4+ years of experience in BI dashboard and visualization tools, working with Relational Databases, requirements gathering, data validation, process improvement, and project leadership. The position offers competitive pay, inclusive culture, health benefits, staff discount, career development opportunities, and more. NFM is an Equal Opportunity Employer.

Senior Finance Analyst, IT Finance

Company: Interpublic Group (IPG)

Location: Omaha, NE

Posted Apr 13, 2024

The job posting is for a Financial Planning and Control position requiring a high degree of accounting knowledge. The role involves complex financial and accounting tasks such as budgeting, forecasting, and consolidation. The candidate must be able to work remotely, coordinate with international finance teams, and prepare financial reports. The position offers a competitive benefits package including healthcare options, a 401(k) plan, flexible paid time off, and tuition reimbursement. IPG is an equal opportunity employer valuing diversity, inclusion, and equity.

Analyst, Operations - Margins

Company: Axos Bank

Location: Omaha, NE

Posted Apr 26, 2024

<p>Axos Clearing LLC <p> <p><b>Target Range<b> <p> <p>$2300Hr $3365Hr <p> <p>Actual starting pay will vary based on factors including but not limited to geographic location experience skills specialty and education <p> <p>Eligible for an Annual Discretionary Cash Bonus Target 5 <p> <p>Eligible for an Annual Discretionary Restricted Stock Units Bonus Target 5 <p> <p>These discretionary target bonuses may be awarded semiannually based upon your achievement of performance goals and targets <p> <p><b>About This Job<b> <p> <p>The Margin department is responsible for the processing of unpaid cash and margin trades as well as maintaining margin accounts with respect to House and Regulatory requirements The margin department is also responsible for the processing of outgoing fund requests from nonIRA accounts The department acts as a liaison between us as a Clearing Firm and the IBDs operations and their clients to resolve problems and answer questions The Margin Associate will serve as a lead person for an area within the unit and will have specific desk accountabilities to perform as well This position can be junior or senior level dependent upon experience <p> <p>LIOnsite <p> <p>AxosClearing <p> <p>Responsibilities <p> <ul><li>Process and approve fund disbursements from client accounts<li> <li>Protect the firm from risk exposure by monitoring accounts to ensure compliance with FINRA SRO and Axos Clearing rules and regulations<li> <li>Prepare and issue margin and daytrading calls<li> <li>Prepare and issue cash money due calls<li> <li>File extension of time requests under Reg T<li> <li>Review various margin related reports to stay in compliance with FINRA rule 4210 REGT and other regulations<li> <li>Respond to client inquiries regarding buying power funds available daytrading and various other margin related topics<li> <ul><p>Requirements <p> <ul><li>High school diploma<li> <li>3+ years financial services<li> <li>Strong attention to detail<li> <li>Thorough knowledge of SEC IRS FINRA reporting requirements rules and regulations<li> <li>Ability to multitask and prioritize<li> <li>Excellent communication skills<li> <li>MS Office Suite<li> <li>Strong analytical and problemsolving skills<li> <li>Ability to work independently<li> <ul><p>Preferred <p> <ul><li>Bachelors degree<li> <li>Margins Operations<li> <li>Series 7 63 or 99 licenses<li> <ul><p><b>Axos Employee Benefits May Include<b> <p> <ul><li>Medical Dental Vision and Life Insurance<li> <li>Paid Sick Leave 3 weeks Vacation and Holidays about 11 a year<li> <li>HSA or FSA account and other voluntary benefits<li> <li>401k Retirement Saving Plan with Employer Match Program and 529 Savings Plan<li> <li>Employee Mortgage Loan Program and free access to an Axos Bank Account with SelfDirected Trading<li> <ul><p><b>About Axos<b> <p> <p>Born digitalfirst Axos delivers financial tools and services that allow individuals small businesses and companies to access and manage their money how when and where they want Were a diverse team of dynamic insightful and independent innovators who are excited to provide technologydriven solutions that offer unbeatable value to our customers <p> <p>Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol AX NYSE AX <p> <p>Learn more about working at Axos <p> <p><b>PreEmployment Background Check and Drug Test<b> <p> <p>All offers are contingent upon the candidate successfully passing a credit check criminal background check and preemployment drug screening which includes screening for marijuana Axos Bank is a federally regulated banking institution At the federal level marijuana is an illegal schedule 1 drug therefore we will not employ any person who tests positive for marijuana regardless of state legalization <p> <p><b>Equal Employment Opportunity<b> <p> <p>Axos is an Equal Opportunity employer We are committed to providing equal employment opportunities to all employees and applicants without regard to race religious creed color sex including pregnancy breast feeding and related medical conditions gender gender identity gender expression sexual orientation national origin ancestry citizenship status military and veteran status marital status age protected medical condition genetic information physical disability mental disability or any other protected status in accordance with all applicable federal state and local laws <p> <p><b>Job Functions and Work Environment<b> <p> <p>While performing the duties of this position the employee is required to sit for extended periods of time Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse calculator telephone copiers etc <p> <p>The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position<p>

VP, Trade Reporting

Company: Axos Bank

Location: Omaha, NE

Posted Apr 26, 2024

<p>Axos Clearing LLC <p> <p><b>Target Range<b> <p> <p>$11000000Yr $13500000Yr <p> <p>Actual starting pay will vary based on factors including but not limited to geographic location experience skills specialty and education <p> <p>Eligible for an Annual Discretionary Cash Bonus Target 125 <p> <p>Eligible for an Annual Discretionary Restricted Stock Units Bonus Target 125 <p> <p>These discretionary target bonuses may be awarded semiannually based upon your achievement of performance goals and targets <p> <p><b>About This Job<b> <p> <p>We are seeking an individual with 5+ years of brokerage and trade reporting experience to join our team This is a key role within Axos Clearing requiring collaboration and commitment to ensure the accuracy of the firms trade reporting functions Responsible for ensuring the overall integrity of trade and position reporting submitted to the regulators for the Axos brokerdealers as well as assisting correspondent brokerdealer firms The role is responsible for understanding the firms core businesses how systems work and interact various operational flows supporting the different trading flows and the trade reporting requirements of supported products This understanding is essential to determining the overall completeness and accuracy of the reporting we submit The role will act as a primary interface between internal trading teams operations teams compliance and other business partners that have an impact on trade reporting You will interact with regulators and correspondent firms and respond to inquiries and examinations as needed <p> <ul><li>Experience and understanding of trade and position reporting requirements including but not limited to CAT CAIS Best Execution amp Interpositioning Rule 605 and Rule 606 In addition experience with Equities and Options trading andor fractional trade processing would be ideal<li> <li>Managing intraday tracking of key activities associated with trade reporting including but not limited to SECFINRA Large Option Position ReportingShort Interest CATCAIS TRACE and MSRB as applicable<li> <li>Strong knowledge of securities customer and account Information systems andor order routing flows and their impact on downstream systems preferred<li> <li>Demonstrated ability to participate in projects and successfully drive positive results Proven ability to find solutions to problems<li> <li>Proactively review data across several reporting platforms to identify potential discrepancies This includes analyzing industry details available to identify critical data points and areas for review and possible improvement in our existing processes<li> <li>Ability to act as subjectmatter expert while supporting the firm in responding to inquiries audits andor exams from regulators promptly Previous experience with FINRA TMMSTFCE examinations is a plus<li> <li>Ability to document detailed business requirements and use cases for rule amendments or new rule implementations<li> <li>Series 7 and Series 24 preferred<li> <li>Excellent verbal and written communication skills and the ability to present material to senior leaders and peers<li> <ul><p><b>Axos Employee Benefits May Include<b> <p> <ul><li>Medical Dental Vision and Life Insurance<li> <li>Paid Sick Leave 3 weeks Vacation and Holidays about 11 a year<li> <li>HSA or FSA account and other voluntary benefits<li> <li>401k Retirement Saving Plan with Employer Match Program and 529 Savings Plan<li> <li>Employee Mortgage Loan Program and free access to an Axos Bank Account with SelfDirected Trading<li> <ul><p><b>About Axos<b> <p> <p>Born digitalfirst Axos delivers financial tools and services that allow individuals small businesses and companies to access and manage their money how when and where they want Were a diverse team of dynamic insightful and independent innovators who are excited to provide technologydriven solutions that offer unbeatable value to our customers <p> <p>Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol AX NYSE AX <p> <p>Learn more about working at Axos <p> <p><b>PreEmployment Background Check and Drug Test<b> <p> <p>All offers are contingent upon the candidate successfully passing a credit check criminal background check and preemployment drug screening which includes screening for marijuana Axos Bank is a federally regulated banking institution At the federal level marijuana is an illegal schedule 1 drug therefore we will not employ any person who tests positive for marijuana regardless of state legalization <p> <p><b>Equal Employment Opportunity<b> <p> <p>Axos is an Equal Opportunity employer We are committed to providing equal employment opportunities to all employees and applicants without regard to race religious creed color sex including pregnancy breast feeding and related medical conditions gender gender identity gender expression sexual orientation national origin ancestry citizenship status military and veteran status marital status age protected medical condition genetic information physical disability mental disability or any other protected status in accordance with all applicable federal state and local laws <p> <p><b>Job Functions and Work Environment<b> <p> <p>While performing the duties of this position the employee is required to sit for extended periods of time Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse calculator telephone copiers etc <p> <p>The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position<p>

PT Mornings/Days Assoc. - W. Maple Rd.

Company: Office Depot

Location: Omaha, NE

Posted Apr 25, 2024

The Retail Sales Advisor role at Office Depot Inc. is a part-time position that involves providing exceptional customer service, performing duties such as cashiering, stocking, and inventory control, and proactively engaging customers to drive sales. The role requires basic training in technology products/services and print offerings, and the ability to use computers and technology for information processing. Retail sales experience is preferred but not required. The company offers competitive salaries, benefits, and opportunities for growth.

Business Analyst, Securities

Company: Axos Bank

Location: Omaha, NE

Posted Apr 26, 2024

<p>Axos Clearing LLC <p> <p><b>Target Range<b> <p> <p>$7500000 Yr $8500000 Yr <p> <p>Actual starting pay will vary based on factors including but not limited to geographic location experience skills specialty and education <p> <p>Eligible for an Annual Discretionary Cash Bonus Target 10 <p> <p>Eligible for an Annual Discretionary Restricted Stock Units Bonus Target 10 <p> <p>These discretionary target bonuses may be awarded semiannually based upon your achievement of performance goals and targets <p> <p><b>About This Job<b> <p> <p>We are looking to add a Business AnalystProduct Owner to our Clearance Product Management team to support a variety of software development projects related to our clearance and custody platforms <p> <p>In this technologyfocused role you will be primarily responsible for developing user stories and requirements based on use cases and business requirements You will work closely with the product management team and the business and technical subject matter experts to identify optimal solutions to business problems and customer use cases To be effective in this role you must be able to synthesize inputs from multiple sources and translate those into clearly articulated requirements for the software engineers to build <p> <p>In this role you will be expected to be autonomous build consensus when there are differing opinions and have the ability to drive projects forward to meet key milestone dates Successful candidates will have a strong understanding of financial services and the software development process and be able to quickly identify blockers requirement gaps and other constraints as well as help lead the team to overcome these impediments This position is onsite and may be located at our office in Centennial CO or Omaha NE <p> <p>LIOnsite <p> <p>AxosClearing <p> <p><b>Responsibilities<b> <p> <ul><li>Ability to clarify ambiguous objectives by breaking projects down into component pieces<li> <li>Present recommendations both strategically and technically in a clear and effective manner<li> <li>Proven experience bringing disparate opinions together across multiple stakeholder groups<li> <li>Proactively identify potential issues and escalate as needed<li> <li>Ability to handle multiple projects and deliver quality outcomes within short time frames<li> <li>Demonstrable experience working independently with little supervision while meeting aggressive timelines<li> <li>Ability to proactively analyze and assess current processes to define document and implement improvements<li> <li>Working closely with supported business units to understand their needs<li> <li>Identify and recommend opportunities to enhance or automate processes for optimization and efficiencies<li> <ul><p><b>Requirements<b> <p> <ul><li>2+ years developing business and technical requirements for technology projects<li> <li>Expertise with issue and development tracking software such as Microsoft DevOps or Jira<li> <li>Experience working in an agile scrum environment<li> <ul><p><b>Axos Employee Benefits May Include<b> <p> <ul><li>Medical Dental Vision and Life Insurance<li> <li>Paid Sick Leave 3 weeks Vacation and Holidays about 11 a year<li> <li>HSA or FSA account and other voluntary benefits<li> <li>401k Retirement Saving Plan with Employer Match Program and 529 Savings Plan<li> <li>Employee Mortgage Loan Program and free access to an Axos Bank Account with SelfDirected Trading<li> <ul><p><b>About Axos<b> <p> <p>Born digitalfirst Axos delivers financial tools and services that allow individuals small businesses and companies to access and manage their money how when and where they want Were a diverse team of dynamic insightful and independent innovators who are excited to provide technologydriven solutions that offer unbeatable value to our customers <p> <p>Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol AX NYSE AX <p> <p>Learn more about working at Axos <p> <p><b>PreEmployment Background Check and Drug Test<b> <p> <p>All offers are contingent upon the candidate successfully passing a credit check criminal background check and preemployment drug screening which includes screening for marijuana Axos Bank is a federally regulated banking institution At the federal level marijuana is an illegal schedule 1 drug therefore we will not employ any person who tests positive for marijuana regardless of state legalization <p> <p><b>Equal Employment Opportunity<b> <p> <p>Axos is an Equal Opportunity employer We are committed to providing equal employment opportunities to all employees and applicants without regard to race religious creed color sex including pregnancy breast feeding and related medical conditions gender gender identity gender expression sexual orientation national origin ancestry citizenship status military and veteran status marital status age protected medical condition genetic information physical disability mental disability or any other protected status in accordance with all applicable federal state and local laws <p> <p><b>Job Functions and Work Environment<b> <p> <p>While performing the duties of this position the employee is required to sit for extended periods of time Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse calculator telephone copiers etc <p> <p>The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position<p>

AP Invoice Controller

Company: Interpublic Group (IPG)

Location: Omaha, NE

Posted Apr 26, 2024

<p><strong>POSITION SUMMARY<strong><p> <p>Perform accounts payable functions by verifying and inputting production and inhouse invoices into the payable system and following up with local offices and vendors to resolve problems<p> <p><strong>ESSENTIAL FUNCTIONS<strong><p> <ul><li>Responsible for the receiving auditing and inputting of vendor invoices related to production and inhouse payments<li> <li>Responsible for all vendor statement reconciliation<li> <li>Vendor and agency inquires will be researched and handled by position<li> <li>Experience with auditing of vendor accounts a plus<li> <li>Will communicate frequently with local offices to resolve any discrepancies<li> <li>Regular and reliable attendance required<li> <li>Ability to work onsite in an office environment with limited remote work alternatives consistent with applicable law<li> <li>Other duties as assigned<li> <ul><p><strong>EDUCATION SKILLS AND EXPERIENCE REQUIREMENTS<strong><p> <ul><li>High school diploma or equivalent<li> <li>One to two years of experience in the Accounts Payable field desired<li> <li>Possess excellent computer skills and competency in Microsoft Office<li> <li>10key by touch<li> <li>Outstanding customer service and communication skills are a must<li> <li>Experience with SAP systems a plus<li> <li>Must have excellent organizational skills to keep vendor documentation in order<li> <li>Must be flexible and work well under pressure<li> <ul><p><strong>BENEFITS OF JOINING IPG<strong><p> <p>One of our primary goals is to support the health and wellbeing of you and your family Our compensation plan includes the following benefits in addition to many others<p> <ul><li>Healthcare Options <ul><li>Medical<li> <li>Dental<li> <li>Vision<li> <li>Prescription<li> <ul><li> <li>Dependent and Health Care Flexible Spending Accounts<li> <li>401k savings plan with company match<li> <li>Flexible based Paid Time Off<li> <li>Employee Assistance Program<li> <li>Legal Assistance Plan<li> <li>Tuition Reimbursement<li> <li>Employee Stock Purchase Plan<li> <li>Exclusive discounts on cell phones gyms and everyday purchases<li> <ul><p>IPG is an equal opportunity employer and we value diversity inclusion and equity at our company We provide equal employment opportunities to all employees and applicants for employment without regard to race color religion creed national origin gender sexual orientation age gender identity marital status citizenship disability genetic information or veteran status or any other basis prohibited by applicable federal state or local law<p>

Export Trade Coordinator

Company: Green Plains

Location: Omaha, NE

Posted Apr 19, 2024

<p><strong>Summary <strong>Execute exports sales contracts across multiple commodities Efficiently work with internal and external logistics partners to properly execute contracts Work closely with our export sales customers to ensure product is delivered as needed and with proper documentation needed to meet destination country and customer requirements <p> <p><strong>Responsibilities<strong> <p> <ul><li>Build and maintain relationships with national and local trade execution partners<li> <li>Review and understand export contracts and Letter of Credit terms for completeness and accuracy to generate export documents necessary to assure payment for goods<li> <li>Work directly with service providers Ocean Carriers Freight Forwarders surveyors labs transloaders etc to act on behalf of Green Plains to conduct operations necessary per export trade obligations and to secure documents for export<li> <li>Ensure goods are shipped in line with obligations to the sales contract<li> <li>Communicate with marketing and logistics teams with any inventory or product specification items<li> <li>Coordinate bookings and container logistics<li> <li>Negotiate detention and demurrage claims for export movements<li> <li>Review payable invoices for accuracy with all export parties<li> <li>Maintain communication with logistics and credit department receivables to maintain operations<li> <li>Work effectively within a team environment and independently<li> <li>Assist in month end inquiries<li> <ul><p><strong>Qualifications<strong> <p> <ul><li>Bachelors degree in Business Accounting Agribusiness or related field preferred<li> <li>Minimum of 3 years of experience in importingexporting required<li> <li>Excellent customer service communication organizational and follow up skills<li> <li>Strong mathematical and computation skills<li> <li>Intermediate Excel skills and experience with other Microsoft Office products<li> <li>Understand standard export documentation Commercial Invoice Pack List Certificate of Origin Ocean and Air Bill of Ladings<li> <li>Knowledge amp understanding of Incoterms 2020<li> <li>Must have excellent written and verbal communication skills<li> <li>Ability to work independently<li> <li>Strong analytical and problemsolving skills<li> <li>Ability to develop and maintain positive relationships with both internal and external customers<li> <li>Ability to work with urgency and deadlines<li> <li>Ability to multitask and to prioritize different requests<li> <li>Ability to meet physical demand of the job includes but is not limited to frequent sitting standing frequent computer uses frequent telephone use some lifting or moving up to 10 lbs<li> <li>Ability to work after hoursweekends and on call as needed<li> <li>Valid drivers license required<li> <ul><p>Green Plains Inc offers competitive pay a generous benefit package including business casual work environment health dental vision life insurance paid holidays Paid Time Off PTO and a 401k retirement plan with immediate vesting and company safe harbor matching All potential employees of Green Plains Inc will be required to successfully pass a preemployment drug screening and background check prior to employment <p> <p>Equal Opportunity Employer <p> <p>To perform this job successfully an individual must be able to perform each essential duty satisfactorily The requirements listed are representative of the knowledge skill andor ability required Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Other duties may be assigned <p> <p><strong>Company Description <strong> <p> <p>Green Plains Inc NASDAQGPRE is a leading biorefining company focused on the development and utilization of fermentation agricultural and biological technologies in the processing of annually renewable crops into sustainable valueadded ingredients This includes the production of cleaner low carbon biofuels renewable feedstocks for advanced biofuels and high purity alcohols for use in cleaners and disinfectants Green Plains is an innovative producer of UltraHigh Protein and novel ingredients for animal and aquaculture diets to help satisfy a growing global appetite for sustainable protein <p> <p>INDSJ LIHM1<p>

Associate Financial Analyst

Company: Conagra Brands

Location: Omaha, NE

Posted Apr 13, 2024

Conagra Brands is seeking a Financial Analyst with at least 1 year of experience in accounting and finance. The role involves serving as a business partner, participating in the preparation of the annual operating plan and strategic plan, updating monthly forecasts, and providing comprehensive financial analysis. The candidate should have a Bachelor's degree in Accounting or Finance, experience in P&L management, and the ability to work across multiple departments. Relocation assistance is available, and the company offers competitive benefits.

Azure Cloud Application Architect

Company: Nebraska Furniture Mart

Location: Omaha, NE

Posted Apr 29, 2024

Nebraska Furniture Mart (NFM) is seeking an Azure Cloud Application Architect for a remote position in NE, IA, MO, KS, or TX. The role involves leading the design and development of software applications, applying modern architectural principles, and optimizing applications for cloud environments. NFM offers a fun, stable work environment, competitive pay, comprehensive benefits, and opportunities for career development and volunteering. Qualifications include a Bachelor's degree in computer science or a related field, at least 7 years of experience in software development with a focus on .NET technologies, and expertise in various cloud platforms and software development methodologies.

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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