Retirement Implementation Specialist (Conversion Plans)

Denver, United StatesHybrid

Responsibilities

Manage a dedicated book of business of 401(k) plan conversions from signing through completed asset transfer and first contribution
Work with plan sponsors and administrators to gather required documentation and ensure accurate data is submitted to support a smooth asset transfer and recordkeeping transition
Guide employers through pre-ready task dashboards, proactively preventing stalls and keeping plans on track for their plan start date
Monitor and drive performance against key benchmarks including time to activation, time to ready, CSAT, and average response time

AI is a fundamental part of how work gets done at Gusto. We expect all team members to actively engage with AI tools relevant to their role and grow their fluency as the technology evolves. AI experience
experience for 401(k) plans transferring an existing plan to the Gusto 401k platform.
The ideal candidate brings a strong understanding of retirement plan mechanics, meticulous attention to detail, and the confidence to guide employers through a complex, multi-step process.
Use AI tools to streamline workflows, improve client communications, and increase efficiency across your book of business Here's what we're looking for
experience with 3+ years in client-facing implementation, technical account management, or retirement plan administration; startup and/or financial services experience a plus
Proven ability to manage a large, active book of business involving complex, multi-step processes simultaneously
Deep knowledge in one or more of the following: SaaS, Operations, or Finance; retirement plan experience strongly preferred
Proficiency with Salesforce and comfort working across case management and collaboration tools in a fast-paced environment
RPS or CRPS designation a plus, or active pursuit of either; familiarity with ERISA requirements, payroll systems, bundled vs. unbundled providers, or Safe Harbor compliance is a plus

We handle the hard stuff — payroll, health insurance, 401(k)s, and HR — so owners can focus on their craft and their customers.
All full-time employees receive competitive base pay, benefits, and equity (RSUs) — because everyone who helps build Gusto should share in its success.

At Gusto, we're on a mission to grow the small business economy.
With teams in Denver, San Francisco, and New York, we support more than 500,000 small businesses nationwide and are building a workplace that reflects the people we serve.
Offer amounts are determined by role, level, and location.
Learn more about our Total Rewards philosophy .
requirements vary by role and will be assessed during the interview process.
Gusto is seeking retirement implementation specialists who thrive in a fast-paced, consultative environment and are interested in being considered for future start dates in Fall 2026 .
If you’d like to be considered for future opportunities with our team, please complete the form below and upload your resume.
While start dates are still being determined for 2026, we’d love to connect! Does this sound like you? Apply below About the Role:
This role oversees the full conversion lifecycle, from initial handoff through asset transfer, data reconciliation, and first contribution, ensuring accurate record keeping and a smooth transition for plan sponsors and administrators.
They work exclusively with plan sponsors and administrators and partner closely with Legal, Sales, and Operations to keep conversions on track and compliant. About the Team: