401(k) Implementation Specialist

Phoenix, AZ
Full Time
Mid Level
401(k) Implementation Specialist
$60-75K DOE | Full time | Hybrid- North Phoenix (101 & Cave Creek) 


Wanted: 401(k) and Fringe Trust Blueprint Specialist! Are you ready to build retirement dreams while wearing a different kind of hard hat? At eBacon, we're constructing the future of workforce management for the construction industry, and we need your expertise to lay the foundation for our clients' retirement success. No physical hammering required - just the ability to nail every implementation!



eBacon is a specialized Workforce Management software company focused on certified payroll solutions for the construction industry. You will partner with a team of industry specialists to implement our comprehensive software solutions - all designed to help contractors and subcontractors avoid risk and become more profitable. Working alongside our advanced in-house development team, you'll leverage our ability to rapidly respond to market needs with unique products that solve real-world problems. You'll be the go-to person for our new 401k and Fringe Trust clients, gathering requirements, providing top-notch training, and managing multiple implementations while building strong client relationships.


Job Snapshot:
  • Guide clients through the entire 401(k) and Fringe Trust Implementation journey
  • Create and deliver engaging welcome meetings and enrollment demos
  • Provide stellar training on our 401(k) and Fringe Trust offerings that increase participation in the retirement plans
  • Juggle multiple client accounts simultaneously while maintaining quality service
  • Ensure regulatory compliance throughout the transition process
  • Travel approximately 25% of the time to client sites for face-to-face implementations

Key Qualifications:
  • 2+ years of experience in 401(k) implementation or client onboarding, benefits consulting, or a related field.
  • Strong understanding of retirement plans, trust mechanisms, and ERISA regulations
  • Ability to explain complex retirement concepts in simple, understandable terms
  • Detail-oriented with strong organizational skills
  • Customer service mindset with a focus on building client relationships
  • Excellent communication skills, both written and verbal

Preferred Skills:
  • SQL knowledge
  • Matrix/Broadridge as a provider
  • Previous TPA experience a huge plus+

**Must be legally authorized to work in the United States without the need for employer sponsorship.


Who are we?
eBacon is a financial technology software company located in Phoenix, Arizona. We create a lot of innovative financial solutions for the business world, with a focus on certified payroll and fringe benefit management for the construction industry. Our development team is in-house, so we’re always creating cool, new things to get the job done. We have won awards for customer service and for being one of the top companies to work for in Arizona for several years and counting.

We also have excellent benefits, including competitive pay, plenty of PTO, health care, 401K matching, and fun employee outings. The work we do is serious, and we work hard and take great pride in the help we give our clients, but we also don’t take ourselves too seriously. I mean, we do have a bacon strip mascot.
 
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