Retirement Implementation Specialist
Gusto is a payroll and HR platform that helps small businesses pay domestic and international employees, manage benefits, and automate compliance.
Maintainer signals as of 8/12/2026
Projects
About Gusto
Gusto serves small and mid-sized businesses with payroll processing, employee benefits administration, and HR tools in one platform. Users can run payroll, manage health insurance, hire globally, and pay international contractors in local currency or USDC stablecoins. The platform automates payroll tax filings across multiple states and integrates with tools like QuickBooks and Xero.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You manage the end-to-end onboarding of 401(k) plans on the Gusto platform, including new implementations and conversions. You guide plan sponsors and administrators through setup, documentation, asset transfers, data reconciliation, and first contributions while coordinating with internal teams and keeping plans on schedule.
Requirements
- 4+ years of total work experience
- 3+ years of experience in client-facing implementation, account management, technical onboarding, or retirement plan administration
- Client-facing implementation
- Account management
- Technical onboarding
- Retirement plan administration
- Large book of business management
- Knowledge of SaaS, Operations, or Finance
- Retirement plan knowledge
- 401(k) plans
- ERISA requirements
- Payroll systems
- Bundled providers
- Unbundled providers
- Safe Harbor compliance
- Analytical skills
- Data accuracy
- Data reconciliation
- Salesforce
- Communication
- RPS designation
- CRPS designation
Responsibilities
- Manage a book of 401(k) plans from signing through activation, asset transfer, and first contribution processing
- Serve as the primary contact for plan sponsors and administrators
- Guide employers through task dashboards and follow up to prevent delays
- Monitor activation, readiness, CSAT, and response-time benchmarks
- Gather documentation for conversion plans
- Support accurate data submission and asset transfers
- Partner with Operations on recordkeeping transitions
- Collaborate with Sales, Operations, and Legal on setup and compliance issues
- Surface client feedback to Product and leadership
- Stay current on 401(k) regulations and best practices
- Use AI tools to streamline workflows and client communications
Benefits
- Equity in the form of RSUs