401(k) Associate

Job overview

The 401(k) Associate works onsite in Tampa, FL. Compensation is not specified. The role supports the firm’s work as an investment manager and fiduciary partner to retirement plan sponsors. The associate manages day-to-day plan governance and client outreach, coordinating compliance and engagement efforts to improve employee participation, deferral rates, and overall plan health.

What you'll do

• Serve as a day-to-day contact for plan design, operational issues, and compliance calendars
• prepare committee materials and minutes
• coordinate compliance testing
• track required filings and notices
• maintain fiduciary files
• monitor plan amendments and regulatory updates
• develop participation campaigns
• deliver employee education
• track plan metrics
• conduct client reviews
• prepare reports
• support onboarding, transitions, and proposal responses.

What we're looking for

Skills & competencies

401(k)

retirement plans

plan governance

fiduciary services

erisa

compliance coordination

employee education

client relationships

crm

tampa fl

series 65

Work arrangement

• Weekend coverage required

About the employer

Aureate is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.