Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.
Nearly half of all working Americans are not saving enough for their future. Too often it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.
We’re a high-growth tech company changing the retirement industry. We’ve raised $500M and are backed by leading investors. Most recently, by funding from BlackRock as well as many other top investors: TPG (The Rise Fund) with SoftBank led our Series D , Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.
As a member of the Customer Success Operations compliance team, you will support our clients’ 401(k) plans by completing compliance testing, preparing annual forms for filing with the IRS and consulting on plan design. You’ll also be involved in the preparation of plan documents, amendments and the review of incoming conversion plan documents. In addition to the technical aspects of the role, you will also interact on a cross-functional basis with several teams, including implementation, client support and internal operations to ensure the best possible experience for the customers.
What you get to do every day
Review and interpret plan documents to determine plan provisions
Design and prepare plan documents for new or conversion plans
Prepare plan document amendments as needed
Review, prepare, reconcile and ensure timely filing of Forms 5500, Form 5558 and 8955-SSA
Assist Account Management team with questions, problem solving and resolution regarding Compliance issues
Assist auditors with questions and research
Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law
What you bring to the role
2-4 years of progressive retirement plan experience, including at least 2 years working with form 5500 and annual IRS reporting requirements, and comprehensive understanding of plan documents
Advanced knowledge of ERISA and IRS regulations
Ability to research solutions and interpret technical literature
Excellent spreadsheet knowledge, mathematical aptitude, and problem solving abilities
Strong communication skills and the ability to explain complex issues to all levels within an organization
Self-starter and passionate about suggesting and implementing process improvements
Industry designation preferred (ASPPA, NIPA, etc.)
Why you will love working at Human Interest
Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.
Culture - Our operating principles define how we come together as a team to do our work. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.
Customer obsession
Long-term orientation
Autonomous and accountable teams
An escalating bar for talent and performance
Fundamental optimism
Read more
Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the US. The base salary for this position spans $70,000 - $80,000 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary that we offer to a new employee within this range is based on their location within the US, their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall Total Rewards package. Depending on the position, additional compensation components such as bonus, commission, and equity may be offered. All of our employees are offered a robust suite of physical, financial and mental wellness benefits.
Benefits -
A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Generous PTO and parental leave policies
Lyra - Enhanced Mental Health Support for Employees and dependents
Carrot - Fertility healthcare and family forming benefits
Candidly - Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend; quartley lifestyle stipend
Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech
Fun online and regional events and celebrations and department and company offsites
The vast majority of our positions can be 100% remote
We’re a great place to work (but don’t take our word for it)
Here’s a list of our awards and accolades:
Certified as a Great Place To Work® (2023)
Best Places to Work by Built In (2023)
A Top Company by Y Combinator (2020-2023)
America’s Best Startup Employers by Forbes (2020-2022)
Inc. Fastest Growing Companies (2021)
Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.
Human Interest employees must adhere to the Company’s security policies and Code of Ethics.
Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines. See more: https://humaninterest.com/disclosures
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