401k Compliance Client Service Manager

Sequoia
United States
Workplace: HybridFull timeFunction: Legal, Risk & ComplianceExperience: 3+ yearsSkills: ["Communication","Organization","Time management","Cross-functional collaboration","Problem-solving"]

Client-focused role combining service delivery and regulatory compliance for 401(k) plans. You will manage key accounts, guide retirement plan analyses and compliance, coordinate with MEP vendors, lead participant education, and ensure ERISA/IRS/DOL regulatory adherence through testing and documentation.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Sequoia
Sequoia
6 months ago

401k Compliance Client Service Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Client-focused role combining service delivery and regulatory compliance for 401(k) plans. You will manage key accounts, guide retirement plan analyses and compliance, coordinate with MEP vendors, lead participant education, and ensure ERISA/IRS/DOL regulatory adherence through testing and documentation.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Manager level

Key Responsibilities

  • •Manage and nurture client relationships across Sequoia’s key accounts at both decision-maker and administrative levels.
  • •Guide strategic analysis of retirement plans to support client goals and compliance.
  • •Collaborate with MEP vendors and other third parties to ensure seamless service delivery.
  • •Lead 401(k) participant education meetings to promote financial wellness and engagement.
  • •Troubleshoot and resolve administrative issues, including payroll remittance challenges.

Key Requirements

  • •QKA certification required (or actively pursuing)
  • •3+ years of experience in 401(k) plan administration, preferably within a MEP structure
  • •Strong knowledge of plan document creation and maintenance
  • •Proven experience with annual compliance testing and regulatory reporting
  • •Ability to interpret complex regulations and apply them in practical scenarios
Experience:3+ years401kRetirement plansMEP
Skills:CommunicationOrganizationTime managementCross-functional collaborationProblem-solving
Certifications:QKA
Languages:English
Tech Stack:Microsoft ExcelData analysisCompliance testing

Company Brief

Sequoia
Global venture capital firm investing across seed, early-stage, and growth-stage technology companies. Provides capital, operational support, and network resources to help founders scale market-leading businesses across sectors and geographies.
Industry: Venture Capital
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
Headquarters: Menlo Park, United States
Founded: 1972
WebsiteLinkedIn