401(K) Jobs in SAINT LOUIS, Missouri

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

Legal Project Manager

Company: Hinshaw & Culbertson LLP

Location: Minneapolis–Saint Paul, MN

Posted Feb 16, 2024

Hinshaw & Culbertson LLP is seeking a Legal Project Manager with 3 years of experience in legal project management, specifically including matter management. The role involves supporting the delivery of the full matter lifecycle, from pricing and inception through to completion, ensuring matters are delivered efficiently, on budget, and within agreed time frames. Responsibilities include helping lawyers adopt Legal Project Management tools, tracking progress, arranging meetings, managing risks, and collaborating with various departments. The firm offers competitive compensation and benefits.

Middle Market Relationship Manager

Company: HTLF

Location: Minneapolis–Saint Paul, MN

Posted Feb 22, 2024

Benefits may include Medical, Dental, Vision, 401(k), Health Savings Account, Paid Time Off. This role focuses on new business development, portfolio management, credit quality, and overall relationship management across all industries. PAUL, MINNESOTA MARKET The Middle Market Relationship Manager is responsible for the sales, service, development, and retention of high-quality companies operating within the upper end of the middle market. Actual compensation may vary based on geographic location of the specific role as well as work experience, education, and skills of the selected candidate. MIDDLE MARKET RELATIONSHIP MANAGER-MINNEAPOLIS/ST. A successful Middle Market Relationship Manager typically has: Bachelors Degree in a business related field, including specific courses in accounting, finance, and economics plus additional bank related training 10+ years of experience prospecting and managing relationships with middle market and mid-corporate clients, prospects, and COIs, with the primary focus on clients/prospects with $75MM+ in annual revenue Formal credit training and 4+ years of credit analysis/structuring experience Superior knowledge of Commercial Banking products & services Strong track record of success in new business development with middle market companies and an established referral network in place BENEFITS INCLUDE: Full insurance benefits, including health, dental, vision short-term & long-term disability 25 days of paid time off plus 11 paid holidays 401(k) retirement savings plan with HTLF matching up to the first 5% of your contribution Tuition reimbursement and student debt assistance Employee Assistance Program, Perkspot employee discount program and much more! Identify and pursue new business opportunities with profitable middle market companies Develop and cultivate relationships with existing and prospective clients Participate in joint calls with business partners to develop complex relationships with customers Manage a portfolio of middle market clients, monitoring credit quality and ensuring client satisfaction Cross sell all bank products; direct the coordination of product partners in the attainment of business plans Work in collaboration with credit professionals to produce written support of new or renewing credit exposure Identify, evaluate, structure and document commercial credit transactions Act as a trusted advisor, providing financial solutions to meet clients' needs and objectives Drive revenue growth through self-sourced opportunities within the upper-end/more complex universe of commercial customers and prospects Stay updated on industry trends, competitive landscape, and regulatory changes affecting middle market clients Identify prospects through business development activities, within defined target markets, designed to build and grow loan & deposit portfolios Perform the daily behaviors, set forth by your leadership team, designed to meet and achieve your goals Participate in the underwriting and documentation of commercial loans Manage a Commercial Loan portfolio and monitor the portfolio for credit quality WHAT WILL MAKE YOU SUCCESSFUL? Scheduled Weekly Hours: 40 Time Type: Full time The targeted salary for this role is: $206,594.00 - $268,572.00 You may also be offered incentive compensation, and benefits. A Middle Market Relationship Manager: Enjoys sourcing business opportunities, making sales calls and other business development activities Is curious; enjoys learning about Commercial Banking clients and helping them operate and grow their companies Is comfortable working as part of a team in a sales & service environment with individual sales & production goals WHAT WILL YOU DO? We're dedicated to making HTLF the best place to work - where your opinions are valued, your feedback and ideas are heard, and your opportunities for personal growth and professional development are endless.

ECM Project Manager - REMOTE

Company: Boeckermann Grafstrom and Mayer

Location: Minneapolis–Saint Paul, MN

Posted Feb 23, 2024

In-office, work-from-home, or hybrid, depending on position and location. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law. Educational Benefits. Flexible Work Models. Give back. Medical with HSA and FSA options, dental, and vision. 15 days paid time off, 8 paid holidays, Health Benefits. Whether you are studying for a certification, or currently enrolled in higher education, we can help cover some of those expenses. Rest and Relaxation. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.

OneStream Consultant

Company: Spaulding Ridge

Location: Minneapolis–Saint Paul, MN

Posted Feb 26, 2024

<div> <p>Spaulding Ridge is an advisory and IT implementation firm We help global organizations get financial clarity into the complex daily sales and operational decisions that impact profitable revenue generations efficient operational performance and reliable financial management<p> <p>At Spaulding Ridge we believe all business is personal Core to our values is our relationships with our clients our business partners our team and the global community Our employees dedicate their time to helping our clients transform their business from strategy through implementation and business transformation <p> <div> <p><strong>What You Will Do and Learn<strong><p> <p>We are currently looking for a <strong>Consultant <strong>in our <strong>OneStream<strong> practice This role is responsible for implementing financial technology solutions using the OneStream software platform <p> <p>OneStream is a modern cloudbased solution in the Corporate Performance Management CPM space CPM systems are used by large companies to manage several finance and accounting functions including consolidated financial reporting budgeting amp planning and account reconciliation We hire individuals that are passionate about solving problems and bringing innovative ideas to our clients and our team As part of the OneStream team you will help build a practice that is able to identify and implement solutions to help our clients utilize technology to run their businesses more effectively<p> <p><strong>In this role the ideal candidate will be able to<strong><p> <ul><li>Deliver OneStream solutions through full cycle requirements and design development testing training implementation and support<li> <li>Assist with presales meetings with prospective clients including supporting client demos and proofofconcept projects<li> <li>Collaborate seamlessly with internal and clientside resources and effectively communicate across various audiences<li> <li>Approach problems creatively and apply technology to solve business challenges<li> <li>Adhere to Spaulding Ridge delivery methodology and project standards and ensure that project deliverables are completed on time<li> <li>Work in a fast paced dynamic environment and deal with ambiguity<li> <li>Embrace the Spaulding Ridge culture and internal initiatives including community service training interviewing and socialnetworking activities<li> <ul><p><strong>In addition to the expectations listed above the ideal candidate will possess experience in the following areas<strong><p> <ul><li>Degree in Finance Accounting or Management Information Systems<li> <li>35 years experience implementing or optimizing OneStream or other EPMCPM applications Hyperion Financial Management HFM Hyperion Planning Financial Consolidation and Close Cloud etc<li> <li>Strong knowledge of the financial processes including experience with financial close consolidations financial reporting and FPampA<li> <li>Deep understanding of accounting processes including account reconciliations intercompany eliminations currency translation allocations and topside adjustments<li> <li>Prior experience gathering business requirements and translating those to help design a solution<li> <li>Experience with VBnet<li> <li>Experience with data integration between different systemssources<li> <ul><p><strong>What else to expect<strong><p> <p>As an employee of Spaulding Ridge you will gain exposure to an early stage growth company providing innovative opportunities to impact our clients in a meaningful way <p> <p>In the OneStream practice we invest in your learning by providing ongoing training through our partnership with OneStream to ensure your success in implementing their technology offerings to meet our clients needs<p> <p>We believe giving back is core to our values and as part of this effort you will be given the opportunity to participate in SRs day of service giving back to our global community We offer a competitive benefit package including flexible time off medical dental vision and life insurance and much more <p> <p>We take care of you Here are some our great perks and top benefits to highlight<p> <ul><li>Competitive benefits package including medical dental vision 401K and Life insurance<li> <li>Flexible Time Off<li> <li>Paid holiday time<li> <li>Paid maternity and paternity leave<li> <li>Monthly technology and wellness allowance<li> <li>Annual training allowance program<li> <ul><p><span>LIMS2<span><p> <div> <p><span><strong>Spaulding Ridges Diversity Equity amp Inclusion DEI Commitment<strong><span><p> <p>When we engage the expertise insights and creativity of people from all walks of life we become a better organization we deliver superior services to clients and we transform our communities and world for the better<p> <p>At Spaulding Ridge we believe our team should reflect the rich diversity of society and we take seriously the responsibility to cultivate a workplace where every bandmate feels accepted respected and valued for who they are We do this by creating a culture of trust and belonging through practices and policies that support DEI and through our employee led Employee Resource Groups ERGs CRE Cultural Race and Ethnicity Women Elevate PROUD and Mental Wellness Alliance<p> <p>The company is committed to offering Equal Employment Opportunity and to providing reasonable accommodation to applicants with physical andor mental disabilities If you are interested in applying for employment with Spaulding Ridge and are in need of accommodation or special assistance to navigate our website or to complete your application please send an email with your request to our VP of Human Resources Cara Halladay challadayspauldingridgecom Requests for reasonable accommodation will be considered on a casebycase basis<p> <p>Qualified applicants will receive consideration for employment without regard to their age race religion national origin gender sexual orientation gender identity protected veteran status or disability<p> <div>

Authorization & Billing Specialists

Company: Ophthalmic Consultants of Boston

Location: Minneapolis–Saint Paul, MN

Posted Feb 21, 2024

· Previous experience with Epic required. · Prior experience in ophthalmology strongly preferred. · Bachelor’s degree preferred. · 3+ years of medical billing experience. · Other duties as assigned. · Assist Billing management with implementing production, productivity, quality, resolving problems and identifying billing system improvements. · Prior experience with standard operations of insurance companies; verification of benefits/coverage including prior authorization (PA), claims, approvals, denials, appeals, letters of medical necessity, peer-to-peer discussions, buy-and-bill vs. specialty pharmacy processes, co-pays, deductibles, and payer coverage policies, etc. · Knowledgeable about retinal medications and therapies, e.g., class of drug, approved indications, off label usage, risks, benefits, and alternatives strongly preferred. · Maintains strictest discretion and confidentiality. · Familiar with required injection paperwork including consent forms, manufacturers’ portal registration forms, ABNs and NEIBs, etc.

Account Manager K-12 Streaming - Hybrid

Company: Swank Motion Pictures, Inc.

Location: St. Louis, MO

Posted Feb 28, 2024

Swank Motion Pictures is a company that specializes in licensing and distributing movies and TV shows to non-theatrical markets such as cruise lines, schools, hospitals, and businesses. They are currently seeking an account manager with experience in contract documentation, data entry, client communications, and relationship building. The position offers a competitive compensation package, benefits including medical, dental, vision, life insurance, 401(K) with employer match, paid time off, wellness programs, and volunteer opportunities. The role is based in St. Louis, MO and is eligible for a local hybrid structure.

Information Security Analyst

Company: EAC Product Development Solutions

Location: Minneapolis–Saint Paul, MN

Posted Feb 24, 2024

EAC, a company with a culture of inspiring leadership and employee development, is seeking an Information Security Analyst (ISA) for a hybrid role in Minneapolis, MN. The ISA will be responsible for monitoring the company's infrastructure for security breaches, facilitating response and solutions to improve security measures, checking for vulnerabilities, completing security questionnaires for clients, and conducting regular testing of enterprise systems. The role requires a Bachelor's degree in information technology or equivalent experience, strong knowledge of cybersecurity, and experience with PTC software. The company offers a competitive salary, comprehensive benefits, and a flexible work environment.

Appointment Schedulers

Company: Ophthalmic Consultants of Boston

Location: Minneapolis–Saint Paul, MN

Posted Feb 22, 2024

401(k) plan with Company match Company paid Life Insurance Company paid Long Term Disability Eye care discounts Generous Paid Time Off and Paid Holidays To learn more about OCB, please visit our website at www.eyeboston.com seabrighterfuture OCBjobs Requirements: High school diploma/GED or higher Strong customer service skills required to be able to handle all calls in a professionally, and friendly manner Strong computer and typing skills required Call center experience preferred but not required Working knowledge of Epic system preferred but not required Working knowledge in Microsoft office preferred but not required Prior experience working with medical insurance preferred but not required OCB offers industry leading benefits including: Medical &amp; dental insurance (starts on the 1st day of employment!) OCB Appointment Schedulers are responsible for: Answering a high volume of inbound and outbound calls in a call center environment for all the OCB specialties and locations Working with patients to address their concerns and questions and schedule appropriately Obtain proper insurance information, and verify we are contracted with the insurance company Obtaining all necessary demographic information during the registration process and avoid delays in care Answer voicemails, returning calls to the patient and documenting the call outcomes Contacting new or existing patients to schedule appointments based on outside providers request and ensure proper documentation Ability to multi-task and prioritize tasks based on priority Maintaining strict confidentiality and adhering to all HIPAA guidelines and regulations. Ophthalmic Consultants of Boston (OCB) is a world-renown provider of eye care services. We are excited and ready to help other professionals grow their careers. Our professionals have grown their careers within our practice and beyond. The schedule is Monday Through Friday 8-4:30PM. Can we help you with yours? We are currently looking for Appointment Schedulers. Over the years we have trained hundreds of curious and capable individuals to become subject matter experts in the field of Ophthalmic services.

Human Resource Manager

Company: Wunderlich-Malec Engineering, Inc.

Location: Minneapolis–Saint Paul, MN

Posted Feb 17, 2024

Wunderlich-Malec Engineering (WM) is a well-established engineering company in the US, offering a Human Resource Manager position at its HQ in Eden Prairie, MN. The role involves overseeing HR functions, managing benefits, coordinating performance reviews, and ensuring compliance with various regulations. The ideal candidate should have a Bachelor's Degree in Business or Human Resources, relevant certifications, and at least ten years of HR experience.

Level I Tech Support Specialist

Company: Smart Choice Communications

Location: St. Louis, MO

Posted Feb 21, 2024

Competitive salary Paid Time Off Medical, dental, vision and life insurance Flexible spending accounts Gym membership reimbursement Employer-matched 401(k) plan Exciting company events SmartChoice provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. In this role, the successful candidate will be responsible for resolving inbound customer service and technical support customer requests, accurately logging and tracking all call/email activity in our ticketing system, providing accurate and professional resolution on all supported issues, and accurately resolving all assigned customer service or technical trouble tickets. What you’ll be doing: SmartChoice is seeking a diligent, motivated, and enthusiastic Level I Technical Support Specialist to join our growing team. You will be responsible for… Fielding incoming customer requests from end users via telephone or email in a courteous manner Responding to assigned tickets/tasks efficiently and quickly Recording, tracking, updating, escalating and closing customer requests through our trouble ticketing system Using company monitoring tools to assess changes in network health and performance; taking appropriate action if an event occurs Providing remote customer support for VoIP/Data services Managing difficult or emotional customer situations and escalating issues to Level 2,3 and 4 technicians accordingly Ensuring responsibilities are covered/transitioned at the end of shift Performing other duties as assigned What skills &amp; experience you’ll bring... Associates degree or equivalent from 2-year college 1-2 years related experience in any of the following: Customer Service, Level 1 Technical Support, Sales, Account Management Ability to follow instructions and responds to management direction Ability to address customers requests quickly and effectively, striving for first call resolution Ability to multi-task in a fast paced, customer-oriented environment Ability to work in a team environment and collaborate with others Expertise in the telecommunication industry a big plus Excellent verbal and written communication skills What we offer... This is an exceptional opportunity to hit the ground running at a fun, fast-paced company with great opportunities for growth and promotion. Discrimination of any type is not tolerated. Through its 24x7x365 U.S. based support, white-glove service, and single point of contact approach, SmartChoice has become the go-to provider for a businesses’ technology needs and is one of the largest award-winning business phone system providers. SmartChoice is proud to service and support thousands of enterprises worldwide. Check out our website at www.smartchoiceus.com for more information. Position: Level I Technical Support Specialist Employment Type: Full Time Location: Springfield, MO Industry: Information Technology and Services Overnight Shift: Monday through Thursday (8:00pm – 6:00am) Who we are: SmartChoice is a leading provider of business cloud communications with a unique portfolio of solutions including UCAAS, collaboration platforms, and dedicated contact centers.

Senior Accountant

Company: Wold Architects and Engineers

Location: Minneapolis–Saint Paul, MN

Posted Feb 25, 2024

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 contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 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. Candidates must be detail oriented, team players, well organized, and possess a positive attitude. Duties/Responsibilities: • Prepare and analyze consolidated P&amp;L, Balance Sheet and other financial reports for management.• Assist in training and guidance to accounting team on day-to-day transactional items.• Assist in the analysis of monthly financial statements.• Assist in month-end close processes. Opportunities for Growth: • You will work closely with top management on a daily basis• Have the ability to learn about other areas of business• Daily mentorship• Ability to take on increased responsibility to continue to develop in your career Education and Experience: • Bachelor's degree in Accounting or Finance• At least three years of increasingly responsible experience in Accounting; related business school or college courses may be substituted for up to one year of experience.• Microsoft Suite experience with expertise in excel spreadsheets• Ability to learn and utilize new technology• High level of confidentiality of sensitive information• Must be extremely accurate and have a highly developed orientation to detail• Customer service mindset• Ability to work in a team environment as well as individually Preferred Experience: • Experience with GAAP process• Experience with ERP systems• Experience Construction Industry Benefits offered: Hybrid Work Schedule Health Insurance HSA Dental Insurance STD and LTD Life Insurance 401(k) FSA Transportation Reimbursement and Stipend Dependent Care Assistance FMLA Parental Leave 8 hours of Community Day Wold is an Affirmative Action/Equal Employment Opportunity employer. • Assist in fixed asset entries and reconciliation.• Provide monthly actual vs budget analysis to management.• Review designated General Ledger accounts and activity.• Process and review accounts payables and receivables.• Investigate reporting discrepancies and communicate issues.• Prepare and record monthly journal entries and related account and bank reconciliations.• Post and reconcile general ledger accounts• Assist in ad hoc accounting or finance projects and analysis, as assigned.• Assist with internal and external audit requests.• Allocate expenditures to correct accounts according to departmental procedures.• WIP reporting: ensure proper cutoff of posting to projects for invoicing &amp; cost allocation.• Performs other duties as assigned. As a member of the finance team you will contribute to the accuracy of our financials, budgets and overall company goals. Wold Architects and Engineers, a dynamic, growth-oriented architectural and engineering firm with headquarters in downtown St. Paul, seeks a highly motivated, professional, and dependable Senior Accountant to become a part of our finance team. This position is ideal for someone looking to start their career in Accounting/Business and be a part of a company that positively impacts communities through building design.

OneStream Solution Architect

Company: Spaulding Ridge

Location: Minneapolis–Saint Paul, MN

Posted Feb 20, 2024

<div> <p>Spaulding Ridge is an advisory and IT implementation firm We help global organizations get financial clarity into the complex daily sales and operational decisions that impact profitable revenue generations efficient operational performance and reliable financial management<p> <p>At Spaulding Ridge we believe all business is personal Core to our values is our relationships with our clients our business partners our team and the global community Our employees dedicate their time to helping our clients transform their business from strategy through implementation and business transformation <p> <div> <p><strong>What You Will Do and Learn<strong><p> <p>We are currently looking for a <strong>Solution Architect <strong>in our <strong>OneStream<strong> practice This role is responsible for implementing financial technology solutions using the OneStream software platform <p> <p>OneStream is a modern cloudbased solution in the Corporate Performance Management CPM space CPM systems are used by large companies to manage several finance and accounting functions including consolidated financial reporting budgeting amp planning and account reconciliation We hire individuals that are passionate about solving problems and bringing innovative ideas to our clients and our team As part of the OneStream team you will help build a practice that is able to identify and implement solutions to help our clients utilize technology to run their businesses more effectively<p> <p><strong>In this role the ideal candidate will be able to<strong><p> <ul><li>Lead OneStream solutions through full cycle requirements and design development testing training implementation and support<li> <li>Lead full presales cycle introduction scoping drafting estimate and proposal creating statement of work contract<li> <li>Collaborate seamlessly with internal and clientside resources and effectively communicate across various audiences<li> <li>Approach problems creatively and apply technology to solve business challenges<li> <li>Adhere to Spaulding Ridge delivery methodology and project standards and ensure that project deliverables and milestones are completed on time<li> <li>Work in a fast paced dynamic environment and deal with ambiguity<li> <li>Work with leadership to develop and grow the practice further including revenue attainment sales and marketing assets partnership with OneStream internal COE and helpdesk training recruiting onboarding and staffing<li> <li>Embrace the Spaulding Ridge culture and internal initiatives including community service training interviewing and socialnetworking activities<li> <ul><p><strong>In addition to the expectations listed above the ideal candidate will possess experience in the following areas<strong><p> <ul><li>Degree in Finance Accounting or Management Information Systems<li> <li>7+ years experience implementing or optimizing OneStream or other EPMCPM applications Hyperion Financial Management HFM Hyperion Planning Financial Consolidation and Close Cloud etc<li> <li>Strong knowledge of the financial processes including experience with financial close consolidations financial reporting and FPampA<li> <li>Deep understanding of accounting processes including account reconciliations intercompany eliminations currency translation allocations and topside adjustments<li> <li>Prior experience gathering business requirements and translating those to help design a solution<li> <li>Previous experience leading fullcycle EPMCPM implementations<li> <li>Experience with VBnet<li> <li>Experience with data integration between different systemssources<li> <ul><p><strong>What else to expect<strong><p> <p>As an employee of Spaulding Ridge you will gain exposure to an early stage growth company providing innovative opportunities to impact our clients in a meaningful way <p> <p>In the OneStream practice we invest in your learning by providing ongoing training through our partnership with OneStream to ensure your success in implementing their technology offerings to meet our clients needs<p> <p>We believe giving back is core to our values and as part of this effort you will be given the opportunity to participate in SRs day of service giving back to our global community We offer a competitive benefit package including flexible time off medical dental vision and life insurance and much more <p> <p>We take care of you Here are some our great perks and top benefits to highlight<p> <ul><li>Competitive benefits package including medical dental vision 401K and Life insurance<li> <li>Flexible Time Off<li> <li>Paid holiday time<li> <li>Paid maternity and paternity leave<li> <li>Monthly technology and wellness allowance<li> <li>Annual training allowance program<li> <ul><p><span>LIMS2<span><p> <div> <p><span><strong>Spaulding Ridges Diversity Equity amp Inclusion DEI Commitment<strong><span><p> <p>When we engage the expertise insights and creativity of people from all walks of life we become a better organization we deliver superior services to clients and we transform our communities and world for the better<p> <p>At Spaulding Ridge we believe our team should reflect the rich diversity of society and we take seriously the responsibility to cultivate a workplace where every bandmate feels accepted respected and valued for who they are We do this by creating a culture of trust and belonging through practices and policies that support DEI and through our employee led Employee Resource Groups ERGs CRE Cultural Race and Ethnicity Women Elevate PROUD and Mental Wellness Alliance<p> <p>The company is committed to offering Equal Employment Opportunity and to providing reasonable accommodation to applicants with physical andor mental disabilities If you are interested in applying for employment with Spaulding Ridge and are in need of accommodation or special assistance to navigate our website or to complete your application please send an email with your request to our VP of Human Resources Cara Halladay challadayspauldingridgecom Requests for reasonable accommodation will be considered on a casebycase basis<p> <p>Qualified applicants will receive consideration for employment without regard to their age race religion national origin gender sexual orientation gender identity protected veteran status or disability<p> <div>

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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