Greenhouse ·
full-timeRetirement Implementation Specialist
Gusto · Atlanta, GA - Hybrid; Denver, CO - Hybrid
Gusto is a company focused on supporting the small business economy by providing integrated payroll, health insurance, and retirement solutions. As a Retirement Implementation Specialist, you will manage the end-to-end conversion lifecycle for clients transitioning their existing 401(k) plans to the Gusto platform. This role involves overseeing the entire process from the initial handoff through data reconciliation, asset transfer, and the first contribution. You will serve as the primary point of contact for plan sponsors and administrators, guiding them through complex documentation requirements and ensuring that all transitions remain compliant and on schedule. The position requires a high degree of operational rigor and the ability to manage a large, active book of business simultaneously. You will collaborate closely with internal Sales, Legal, and Operations teams while leveraging AI tools to streamline workflows and improve communication efficiency. This role is well-suited for candidates with a background in retirement plan administration, technical account management, or financial services who possess strong analytical skills, meticulous attention to detail, and the ability to navigate complex, multi-step processes in a fast-paced environment.
About Gusto At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff — payroll, health insurance, 401(k)s, and HR — so owners can focus on their craft and their customers. 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. All full-time employees receive competitive base pay, benefits, and equity (RSUs) — because everyone who helps build Gusto should share in its success. Offer amounts are determined by role, level, and location. Learn more about our Total Rewards philosophy . 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 requirements vary by role and will be assessed during the interview process. About the Role: The Conversion Specialist manages the onboarding experience for 401(k) plans transferring an existing plan to the Gusto 401k platform. This role oversees the full conversion lifecycle — from initial handoff through asset transfer, data reconciliation, and first contribution — ensuring accurate recordkeeping and a smooth transition for plan sponsors and administrators. 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. 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: The Conversion Onboarding team handles one of the most operationally complex moments in a client's journey: moving an existing retirement plan to a new provider. We combine operational rigor with a client-first approach, ensuring sponsors and administrators feel supported and informed at every step — and that assets are transferred accurately and on time. Here’s what you’ll do day-to-day: 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 Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video — including inbound scheduling through Calendly 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 Partner closely with Operations and cross-functional teams including Sales and Legal to support asset transfers, client expectations, and complex plan changes Use AI tools to streamline workflows, improve client communications, and increase efficiency across your book of business Here’s what we're looking for: 2+ years of total work experience with 1+ 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 Strong analytical skills and meticulous attention to detail, particularly around data accuracy and reconciliation Proficiency with Salesforce and comfort working across case management and collaboration tools in a fast-paced environment Strong communication skills across email, phone, and video with a client-first mindset 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. Our cash compensation range for this role is $53,750.00/year to 64,500.00/year in Denver and Atlanta. Final offer amounts are determined by multiple factors, including candidate location, experience and expertise, and may vary from the amounts listed above. At Gusto, we don't use titles the traditional way, as a signal of rank or hierarchy. Instead, our titles describe two things at once — your craft (what you do, e.g. Engineering, Design) and your scope of ownership (what you're accountable for) — which is why you'll see something like "Head of X" instead of a rank word like "Director" that tells you neither. Because of this, the title on this posting may look different from what you'd expect based on the scope and seniority of the role, and from how similar roles are typically titled elsewhere. If you have questions about how this role compares to your current title or level, your recruiter can help translate. Gusto has physical office spaces i
| Role | Retirement Implementation Specialist |
|---|---|
| Company | Gusto |
| Location | Atlanta, GA - Hybrid; Denver, CO - Hybrid |
| Type | full-time |
| Compensation | Not disclosed |
| Posted | 2026-10-12 |
| Deadline | Rolling |
Typical process for this type of role
A general guide — the exact steps for this specific listing may vary; check the original posting for details.
- 1ApplicationSubmit your resume through the apply link.
- 2ScreeningRecruiter reviews your background against the role.
- 3AssessmentA technical test, assignment, or coding round, depending on the role.
- 4Interview(s)One or more rounds with the hiring team.
- 5OfferOffer letter with compensation and start date.
Before you apply
0/4Retirement Implementation Specialist at Gusto: frequently asked questions
- What is the salary for this role?
- Gusto has not stated compensation in the listing. Check the original posting or ask during the application process.
- Is the Retirement Implementation Specialist position remote, hybrid or onsite?
- The listing gives Atlanta, GA - Hybrid; Denver, CO - Hybrid as the location and does not state a work mode.
- What is the application deadline?
- Gusto has not listed a fixed deadline, so apply early in case the opening is filled.
- How do I apply for the Retirement Implementation Specialist role?
- Use the Apply button on this page. It opens the original listing on job-boards.greenhouse.io, where you submit your application with the company.
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