Basiccapital
Lead Retirement Plan Specialist
New York Office
Sponsorship not specifiedDetected 85 days ago
About the role
- This is a senior seat on a small, high-leverage team.
- You'll shape how plan consulting actually works at a modern recordkeeper.
Responsibilities
- Shape the product: partner with engineering on what should be automated. Explain the edge cases that break every off-the-shelf system. Your tribal knowledge becomes product.
- Customer-facing by instinct. You like sitting with plan sponsors and HR leads. You don't hide behind jargon.
- Ambitious. You want to shape a function, not maintain one.
- Partner with our external TPA on execution.
Requirements
- 5+ years of ERISA operational experience at a TPA, recordkeeper, or plan consulting firm.
Nice to have
- QKA, QPA, CPC, or ERPA.
- Some mix of credentials is a strong plus, but deep operational experience matters more than any single letter combination.
- Technically deep on the operational side.
- Customer-facing by instinct.
- You don't hide behind jargon.
- NYC-based or willing to relocate.
- This is an in-person role in Tribeca.
- Preferred: QKA, QPA, CPC, or ERPA.
Benefits
- Basic Capital is a fintech company disrupting America's $1T retirement industry by building the mortgage for retirement, unlocking market ownership, and making wealth accessible to every American.
- Our mission is to create products, platforms, and a credit marketplace that power a fundamentally new retirement system.
- We're hiring a Lead Retirement Plan Specialist to be a senior operator on our team, a trusted guide to our customers, and an operational ERISA expert.
- Consult with customers on plan design: eligibility rules, vesting schedules, safe harbor elections, match formulas, profit sharing, cross-tested designs.
- Help with year-end compliance: ADP/ACP, 410(b), 415, top-heavy, coverage testing, 5500 filings, 1099-Rs.
- You can talk through correction methods, coverage testing, and amendment timing without looking things up.
Company info
- sit with customers through setup, translate their intent into plan document elections, and de-risk the handoff to ongoing administration.
- Onboard new plans: sit with customers through setup, translate their intent into plan document elections, and de-risk the handoff to ongoing administration.
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