401(K) Jobs in Silver Lake, WI

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

Senior Account Based Marketing Specialist

Company: Brady Corporation

Location: Milwaukee, WI

Posted Sep 22, 2023

Eloqua, Pardot, etc. or a technical field (computer science, information systems, statistics, etc. )Excellent analytical, problem-solving, and communication skillsContinuous learning mindset Desired experience: Experience using an account based marketing tool (Demandbase, 6sense, etc. )Knowledge of Salesforce or related CRMAbility to manipulate data using SQL (Azure, BigQuery, Redshift, Databricks etc.) )3+ years in marketing automation, email, CRM or related analytics functionPrior experience working with marketing automation systems (e.g. Benefits: Complete insurance coverage starting on first day of employment - medical, dental, vision, life401(k) with company matchTuition reimbursementBonus opportunityVacation and holiday pay What we need: As the Senior Account Based Marketing Specialist, you will own and execute ABM strategy, campaign creation, marketing automation and customer segmentation to drive increased sales pipeline. We strive to foster an inclusive workplace where diverse talent can learn, grow, and succeed. Our headquarters are in Milwaukee, Wisconsin, but we have more than 70 locations globally, giving our employees the opportunity to work with colleagues around the world. What you'll be doing: Marketing Automation: Design and execute marketing automation processes to improve sales effectivenessAccount-Based Marketing (ABM): Lead the development and execution of ABM strategies, including identifying in-market target accounts and coordinating across teams to drive action on those accountsCRM/CDP: Leverage data across multiple data sources for better targeting and personalizationSegmentation: Deeply understand Brady's customer segments, personas and buying journey's to create actionable audiences we can trigger personalized messages forTesting and Automation: Continuously test and optimize processes to improve ROICollaboration: Collaborate with cross-functional teams, including sales, demand generation, ecommerce and more to ensure alignment and execution of ABM initiativesSales Tools: Turn data into actionable tools that can be used by the sales team to grow pipeline, increase velocity and cross sellData Management: Ensure data integrity and cleanliness of lead flow to ensure accurate reporting and easy integration across data sources How Brady will support your success: On-the-job training and opportunities to cross train in other areas of sales and marketingOpportunity to participate actively in gain sharing by helping to meet business goalsAdditional training or certifications for new systems and programing languages Requirements: Bachelor's degree, preferably in a business field (marketing, communications, business administration, economics, etc.)

Associate Client Success Manager

Company: Christopherson Business Travel

Location: Salt Lake City, UT

Posted Sep 21, 2023

Passion for technology, innovation, and continuous learning. The salary range for this role may vary as determined by several factors that may include but are not limited to interdepartmental equity, candidate experience, skills, education and training, location, licenses, and certifications or needs of the organization. Strong organizational and time management skills, with the ability to handle multiple client relationships and priorities simultaneously. Strong problem-solving and troubleshooting abilities, with the capacity to navigate technical issues and coordinate internal resources for resolution. No relocation will be offered for out of state applicants. Requirements Associate's degree in a business, marketing, communications or a related discipline or equivalent work experience. Excellent interpersonal skills and the ability to build and maintain strong relationships with clients, understanding their needs and proactively addressing their challenges. Strong technical knowledge with the ability to effectively communicate technical concepts to non-technical users. Benefits Medical and prescription drug coverage Health savings account (HSA) with company contribution Dental coverage Voluntary vision coverage Flexible spending account (FSA) 401 (k) retirement savings plan PTO and Holidays This is a hybrid position located in Salt Lake City, UT. A bachelor's degree is a plus.

Associate Client Success Manager

Company: Christopherson Business Travel

Location: Salt Lake City, UT

Posted Sep 21, 2023

Passion for technology, innovation, and continuous learning. Strong organizational and time management skills, with the ability to handle multiple client relationships and priorities simultaneously. Benefits Medical and prescription drug coverage Health savings account (HSA) with company contribution Dental coverage Voluntary vision coverage Flexible spending account (FSA) 401 (k) retirement savings plan PTO and Holidays The salary range for this role may vary as determined by several factors that may include but are not limited to interdepartmental equity, candidate experience, skills, education and training, location, licenses, and certifications or needs of the organization. Strong problem-solving and troubleshooting abilities, with the capacity to navigate technical issues and coordinate internal resources for resolution. Requirements Associate's degree in a business, marketing, communications or a related discipline or equivalent work experience. Excellent interpersonal skills and the ability to build and maintain strong relationships with clients, understanding their needs and proactively addressing their challenges. Strong technical knowledge with the ability to effectively communicate technical concepts to non-technical users. A bachelor's degree is a plus. Analytical mindset and the ability to leverage data to drive insights and make data-driven recommendations. Collaborate with the product development and engineering teams to relay client feedback, share insights, and influence product roadmap decisions.

National Non-Profit Finance - Financial Analyst - REMOTE

Company: Zions Bancorporation

Location: Salt Lake City, UT

Posted Sep 20, 2023

Zions operates under local management teams and unique brands in 11 western and southwestern states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. Zions Bank's "Collection of Great Community Banks" includes Amegy Bank (TX), California Bank & Trust, National Bank of Arizona, Nevada State Bank, The Commerce Bank (OR and WA), Vectra Bank (CO). Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $80,000 - $95,000 annually depending on job-related factors such as level of experience. Additionally, Zions' Corporate Trust Department administers municipal and asset-backed securities nationwide. For additional information, please visit our websites at www.zionsbank.com and www.zionsbancorporation.com. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Headquartered in Salt Lake City, Zions operates over 500 full-service banking offices and is a national leader in public finance, municipal advisory services, SBA lending, private banking, and agricultural finance. Zions First National Bank is an Equal Opportunity Employer. Bank Overview Zions Bancorporation ("Zions" or "ZBNA"), established in 1873, is one of the nation's premiere financial services companies. Qualifications Minimum BA, MBA is preferred.Financial/credit analysis experience, ideally in public finance or investment banking.Self-starter with strong quantitative, writing, organizational, creative, strategic thinking and interpersonal skills required.Must be highly proficient in Excel, Power Point, Word and other MS Office products.Knowledge of Munex or other bond structuring programs, and CRM software is a plus.Series 7 and Series 52 licenses a plus, but not required.

Senior Product Manager

Company: Brady Corporation

Location: Milwaukee, WI

Posted Sep 21, 2023

Prepare monthly reports, forecasts, product reviews and customer trend analysis.Focus externally, creating a deep understanding of market and technology trends, competitive intelligence and key influencers.Develop product marketing programs to meet sales forecasts and profit objectives. The Senior Product Manager will lead cross functional efforts and teams working with manufacturing, R D, supply chain, marcom and sales to execute product strategy and tactics. MBA or Master's degree preferred25-50% travel timeEngaging communicator and presenter/ English fluency.Experience working on global teams Benefits: Complete insurance coverage starting on first day of employment - medical, dental, vision, life401(k) with company matchTuition reimbursementBonus opportunityVacation and Holiday pay Li-Hybrid What You'll Need To Be Successful: Expertise in product management and / or related experience in business development, strategic planning, product marketing, brand management, and / or performance marketing.Experience in developing new hardware and software products from concept to market entry, as well as enhancing existing products to stay ahead of competition.Demonstrated excellence as a self-starter who has experience leading product management teams in a high growth environment, including P+L responsibility, marketing and launching new products.Enjoys working in a dynamic, fast-paced environment and ability to operate effectively in both tactical and strategic capacities -- you can comfortably adjust your altitude and roll-up your sleeves as needed.Exhibit sound product discernment, ability to formulate product strategy and present clear measurable objectives that will lead to achieving our business goals.Strong sense of ownership and a "whatever it takes" attitude towards getting stuff done.Boundless creativity when it comes to generating ideas, but an understanding that execution is what ultimately matters.Comfort with ambiguity, and an instinct for moving quickly.A strong growth mindset, unwavering grit, and an appetite for being constantly pushed beyond your comfort zone. What We Need: PDC - A Brady Company, is seeking a Senior Product Manager to join our product management team. Degree in technical major or business preferred. Our headquarters are in Milwaukee, Wisconsin, but we have more than 70 locations globally, giving our employees the opportunity to work with colleagues around the world. What You'll Be Doing: Be the portfolio's brand advocate and spokesperson to help grow market share and profitability.Define and own the strategy and roadmap for the printer product portfolio and communicate it effectively and passionately across the company.Lead global go-to-market strategy, and new product development for your business against your 3-5 year business plan, create product launch plans and oversee cross-functional implementation across the organization.Define and own product KPIs and roadmap, diagnose areas for improvement, and develop and implement recommendations. We strive to foster an inclusive workplace where diverse talent can learn, grow, and succeed. If you've been looking for a dynamic product management role with broad hands-on responsibility over product strategy, execution, and marketing that combines your proven abilities in B2B go to market strategy with your strong communication and positioning skills, take a minute to check us out.

Enterprise Sales Executive

Company: TaxBit

Location: Salt Lake City, UT

Posted Sep 21, 2023

TaxBit investors include IVP, Insight Partners, Paradigm, Tiger Global, PayPal Ventures, Winklevoss Capital, Coinbase Ventures, and other leading crypto investors. Our team is located in Salt Lake City, UT and Seattle, WA.If you’re searching for a company that’s dedicated to your growth, recognizes your unique contribution, and provides a fun, flexible, and inclusive work environment, then TaxBit is the place for you. You understand that to falsify information is grounds for refusing to hire you, or for discharge should you be hired. Employment with the Company is at will unless otherwise stated in a written agreement signed by the CEO of the Company.  This means that either the Company or the employee can terminate the employment at any time and for any reason, with or without notice.  We expect you’re an adept salesperson, capable of engaging in business-level and technical conversations at multiple levels of the organization, including the C-suite executives. You get excited about prospecting and driving pipeline creation, and you’re capable of independently leading a sales cycle from start to finish. Finally, you enjoy building—you’ll actively participate in the development of TaxBit’s sales process, the articulation of our value proposition, and the creation of key tools and assets.This role is ideal for an outcome-oriented seller who isn’t afraid to roll up their sleeves to GSD, is excited to work collaboratively across functions, and enjoys the challenges that come with winning deals in a competitive industry. Key ResponsibilitiesOwn a named account list, build pipeline, and develop account plans for winning and expanding business with enterprise companiesDevelop outbound strategies to create and nurture opportunitiesOwn the full sales cycle from lead to close for upper middle market and enterprise companiesIdentify key leaders and decision makers within targeted accounts and ensure solution design has end-to-end view; build opportunities for future expansion of interconnected business processes after initial saleDemonstrate a commitment for customer success throughout the sales process and after sales closure; ensure successful handoff to Customer Success and Implementation teams with a clearly documented deployment planEngage with Product and Engineering teams to help drive product strategyRequired Qualifications7+ years of sales experience, preferably selling a technical SaaS, cloud-based product to large enterprise companies Track record of top performance and a history of carrying and exceeding an enterprise account sales quotaAbility to understand complex technical requirements, craft solutions across multiple products, and sell across multiple business units across complex organizationsStrong presentation, white-boarding, and communication skills particularly for in-person meetings with multiple stakeholdersProven ability to lead complex negotiations involving bespoke commercial agreementsAbility to operate in a highly ambiguous and fast-paced environment and to maintain a high level of productivity, manage multiple competing priorities, and work effectively under the pressure of time constraintsStrong interest in technology and a deep understanding of the spaceDesired SkillsExperience selling to financial institutionsAccounting and/or tax-compliance backgroundWhy you want to work hereCompetitive cash and equity compensationA robust offering of health, dental, and vision benefits with certain plans eligible for 100% premium coverageAn investment in your mental wellbeing with free access to Headspace as well as company-wide mental health days/weeksA modern 401(k) plan that includes access to crypto, financial wellness benefits, low fees, and moreUnlimited Time Off - enjoy the flexibility to take time away to rest, refuel, and recharge whenever needed and without worryPaid parental leave to bond with your new childInclusive activities such as rock climbing, trivia/game nights, monthly mingles, and more!Company-provided Friday Lunches and unlimited snacks/drinksAutonomous work and flexibility in how work is performedDisclaimersBy submitting an application for this role, you certify that the information contained in the application is correct to the best of your knowledge. We’re looking for team members who are ready to join a hypergrowth company and excited to work at the forefront of an entirely new industry. The RoleAs a TaxBit Enterprise Sales Executive, you’ll drive our future commercial growth engine by building relationships with prospective enterprise organizations, and turning them into happy TaxBit customers. For this role, we’re looking for an accomplished and experienced solution seller with a proven track record of success selling into large, complex organizations. TaxBit investors include Haun Ventures, IVP, Insight Partners, Paradigm, Tiger Global, PayPal Ventures, Winklevoss Capital, Coinbase Ventures, and other leading crypto investors. Our team is located in New York City, Salt Lake City, San Francisco, Seattle, and Washington, D.C.If you’re searching for a company that’s dedicated to your growth, recognizes your unique contribution, and provides a fun, flexible, and inclusive work environment, then TaxBit is the place for you. We are trusted by thousands of consumers, leading exchanges and enterprises, government agencies—including the IRS— respected accounting firms, and others to solve complex accounting problems at scale and ensure compliance with the latest tax laws.

Senior Manager Integrations

Company: Jockey International, Inc.

Location: Milwaukee, WI

Posted Sep 24, 2023

In return for your expertise, JOCKEY offers a competitive and comprehensive flexible benefits package which includes Medical/Dental/Life/Vision, 401(k), educational support, paid Volunteerism program, fitness club discounts, onsite health & wellness programs, generous employee discounts, a business casual work environment, a challenging work environment, summer hours, and exciting career growth opportunities! This position will be located at our corporate headquarters in Kenosha, WI (between Chicago, IL and Milwaukee, WI area). ESSENTIAL FUNCTIONS: Lead a cross-functional organization of various technical disciplines, spanning across integration, data ingestion, data validation, data workflows, and overall architecture.Provide leadership and expert counsel in establishing and implementing standards, guidelines and best practices for the development and deployment of solutions.Direct the development of solutions for integrating applications across the enterprise.Oversee the development of integration policies and the implementation of enterprise-wide integration initiatives.Act as subject matter expert within the organization.Able to liaise with technical staff, business users, and vendors to ensure goals and objectives are met.Operate as a hands-on leader that will design and build a team to support the creation and evolution of data, analytics, and integration capabilities.Advise on the development and deployment of new data technologies and capabilities in support of business strategies and needs.Coordinates activities to meet project deadlines.Identify and address integration risks and issues. MINIMUM QUALIFICATIONS: 10+ years of related IT Integration and Leadership experienceKnowledge of BoomiBiztalk and Redpoint knowledge a plusA passion for understanding your customers' needs, and how to best address them.Ability to exhibit strong interpersonal skills and build relationships across the business, at all levels, and with professionals outside of the business.Experience leading project, support and development teams.Strong leadership skills.Experience managing complexity.Effective communicator.Experience building high-performing teams.Strong knowledge of project management principles. Capture and prioritize issues and drive effective resolutions.Provide overall leadership in the areas of integration governance, quality control, and auditing of information, including working directly with application developers to resolve conflicts and inappropriate data usage.Audit security precautions to ensure adequate protection is in place.Establish and support proactive process assessment and formulate preventative measures throughout the organization. This role will be accountable for setting the strategic Integration Strategy, creating and maintaining standards and best practices as well as day-to-day responsibilities for managing activities of the team to ensure excellence in execution and effective delivery of Integration services. This position is responsible for leading a team providing diverse integration solutions across the enterprise. It drives us to listen, innovate, and improve. As a 147-year-old family-owned company recognized the world over for delivering feel-good comfort, our premium apparel is sold in more than 140 countries and our commitment to quality, innovation and customer service is legendary. To give back wholeheartedly.

Digital Marketing Coordinator

Company: Zions Bancorporation

Location: Salt Lake City, UT

Posted Sep 25, 2023

Excellent written, verbal and visual communication skills. Detailed knowledge of Microsoft programs. Ability to manage tracking, analytics and reporting of data. Supports strategy, creative content, data capture and database management, sales integration and tracking. Excellent creative and problem-solving skills. Highly organized, results-oriented and able to take initiative and lead projects. Responsible to support strategy, creative content, database management, coding, testing, deployment and tracking of digital communications across multiple channels (email, website, social media, etc). Some experience with website content management systems, managing Search Engine Marketing, Search Engine Optimization and Customer Relationship Management. The Zions Bank Building stands tall among Salt Lake City's central business district, providing hundreds of team members with an exceptional work environment and features such as: Easy access to the City Creek UTA TRAX station, as well as various electric vehicle charging stations in most City Creek area garages;An employee-only fitness center and bike storage;An employee lounge, kitchen, micro market, game tables, couches and TVs;Private mothers' rooms and lockers; andAccess to downtown shopping, dining, arts and entertainment. Extensive knowledge of interactive and digital marketing, website content management systems and Customer Relationship Management.

M&A Analyst

Company: ACS Solutions

Location: Salt Lake City, UT

Posted Sep 23, 2023

Innova Solutions (HireGenics/Volt) does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. § 1324b. *Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc. Benefits: Innova Solutions offers benefits( based on eligibility) that include the following: Medical & pharmacy coverage, Dental/vision insurance, 401(k), Health saving account (HSA) and Flexible spending account (FSA), Life Insurance, Pet Insurance, Short term and Long term Disability, Accident & Critical illness coverage, Pre-paid legal & ID theft protection, Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP). Through our global delivery centers across North America, Asia, and Europe, we deliver strategic technology and business transformation solutions to our clients, enabling them to operate as leaders within their fields. The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws. ABOUT INNOVA SOLUTIONS: Founded in 1998 and headquartered in Atlanta, Georgia, Innova Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue approaching $3 Billion. Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact us at [email protected] or (770) 493-5588.

Associate Scientist II

Company: Danaher Corporation

Location: Madison, WI

Posted Sep 25, 2023

Danaher Corporation and all Danaher Companies are committed to equal opportunity regardless of race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. We value diversity and the existence of similarities and differences, both visible and not, found in our workforce, workplace and throughout the markets we serve. If you've ever wondered what's within you, there's no better time to find out. As an associate, you'll try new things, work hard, and advance your skills with guidance from dedicated leaders, all with the support of powerful Danaher Business System (https://www.danaher.com/how-we-work/danaher-business-system) tools and the stability of a tested organization. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. LI-KP1 When you join us, you'll also be joining Danaher's global organization, where 80,000 people wake up every day determined to help our customers win. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Requirements: BS with 1+ years of experience OR MS with 0 years of experience in biology, molecular biology, biochemistry, chemistry, or related disciplineExperience with at least one of the following instrumentation: plate readers, ELISA, electrophoresis equipment, HPLC, capillary gel electrophoresis, RT-PCR, or digital droplet PCRMust be able to develop solutions for simple and complex problems, which require a high degree of ingenuity, creativity, and innovation.Method validation and/or development is a plus.Biochemical and molecular biology assays experience is a plus. Our associates, customers and shareholders contribute unique and different perspectives as a result of these diverse attributes.The EEO posters are available here (https://www.dol.gov/agencies/ofccp/posters) .We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us at [email protected] to request accommodation.

Document Specialist

Company: Celtic Bank

Location: Salt Lake City, UT

Posted Sep 22, 2023

Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions. Document filing. Must be able to read, write and understand fluent English. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Scan, name and process documents. Work Model: The employee in this position will work either a fully Onsite, Hybrid or Remote work model. Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2022! Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws. Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc.

Prototype Technical Associate

Company: Cummins

Location: Madison, WI

Posted Sep 23, 2023

Our policy is to provide equal employment opportunities to all qualified persons without regard to race, gender, color, disability, national origin, age, religion, union affiliation, sexual orientation, veteran status, citizenship, gender identity and/or expression, or other status protected by law. (shears, drill presses, hydraulic presses, press brake, band saws, power, and hand tools). Advanced knowledge and experience in sheet metal fabrication, welding (TIG, MIG, resistance). ERCV production, maintenance, and production operations. Proficient computer knowledge/skills. Job MANUFACTURING Primary Location United States-Wisconsin-Madison-US, WI, Stoughton, FGD Nelson Tech Center Job Type Shop Recruitment Job Type Shop Job Posting Sep 20, 2023, 1:33:39 PM Unposting Date Ongoing Organization Cummins Filtration Role Category Onsite Relocation Package Eligible Req ID: 2300098L Cummins will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee's Form I-9 to confirm work authorization. Strong mechanical aptitude. Cummins validates right to work using E-Verify. Additional benefits vary between locations and include options such as our 401(k) Retirement Savings Plan, Cash Balance Pension Plan, Medical/Dental/Life Insurance, Health Savings Account, Domestic Partners Coverage and a full complement of personal and professional benefits.

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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