UNKNOWN

ADAPTED_NOW

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

<h2>Position Overview</h2><p>A growing organization is seeking an experienced 401(k) Plan Specialist to lead the organization, setup, and stabilization of its retirement plan operations. This is a project-based engagement focused on reviewing current plan structure, ensuring regulatory compliance, optimizing processes, and preparing the plan for long-term internal ownership.</p><p>This individual will serve as the subject matter expert for all retirement plan matters during the engagement and will collaborate closely with payroll and finance leadership to ensure a smooth transition at project completion.</p><p>This opportunity can be fully remote or hybrid for candidates located near Long Island, NY.</p><hr/><h2>Key Responsibilities</h2><ul><li><p>Lead administration and operational oversight of the company’s 401(k) and related qualified retirement plans</p></li><li><p>Evaluate current plan structure, documentation, and vendor relationships to ensure compliance and operational efficiency</p></li><li><p>Coordinate with recordkeepers, trustees, investment providers, and third-party administrators</p></li><li><p>Perform and/or oversee nondiscrimination testing (ADP/ACP, coverage, top-heavy, etc.)</p></li><li><p>Reconcile payroll contributions, employer match calculations, and funding timelines</p></li><li><p>Identify and correct compliance gaps in accordance with ERISA and IRS regulations</p></li><li><p>Support preparation and review of required annual filings (e.g., Form 5500 and supporting schedules)</p></li><li><p>Assist with plan amendments, vendor transitions, or structural changes as needed</p></li><li><p>Establish clear documentation and internal controls to support long-term plan administration</p></li><li><p>Provide guidance to internal stakeholders on plan design, compliance requirements, and best practices</p></li></ul><hr/><h2>Qualifications</h2><ul><li><p>3+ years of direct experience administering qualified retirement plans (401(k))</p></li><li><p>Strong working knowledge of ERISA, IRS, and Department of Labor regulations</p></li><li><p>Experience partnering with TPAs, payroll teams, and external vendors</p></li><li><p>Hands-on experience with plan testing, contribution reconciliation, and compliance review</p></li><li><p>High attention to detail and strong analytical capability</p></li><li><p>Excellent communication skills and ability to explain plan concepts clearly</p></li></ul><hr/><h2>Preferred</h2><ul><li><p>Professional certifications such as QKA, QPA, CPFA, or similar</p></li><li><p>Experience working with multiple plans or mid-to-large plan sponsors</p></li><li><p>Background in payroll, benefits, or HR operations</p></li></ul><hr/><h2> </h2><div><p>Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.</p></div><div><h3>EEO Notice </h3><p>Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.</p><p>Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact <p>HR@vaco.com</p> .</p><p>Vaco by Highspring also wants all applicants to know their rights that <a href="https://www.eeoc.gov/poster" rel="noopener nofollow noreferrer" target="_blank">workplace discrimination is illegal</a>. </p><p>By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.</p></div><div><h3>Privacy Notice</h3><p>Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies. </p><ul><li>California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees <a href="https://www.vaco.com/privacy/#ccpa" rel="noopener nofollow noreferrer" target="_blank">here</a>.</li><li>Virginia residents may access our state specific policies <a href="https://www.vaco.com/privacy/" rel="noopener nofollow noreferrer" target="_blank">here</a>.</li><li>Residents of all other states may access our policies <a href="https://www.vaco.com/privacy/" rel="noopener nofollow noreferrer" target="_blank">here</a>. </li><li>Canadian residents may access our policies in English <a href="https://www.vaco.com/privacy/" rel="noopener nofollow noreferrer" target="_blank">here</a> and in French <a href="https://www.vaco.com/privacy-policy-fr/" rel="noopener nofollow noreferrer" target="_blank">here</a>.</li><li>Residents of countries governed by GDPR may access our policies <a href="https://www.vaco.com/privacy/" rel="noopener nofollow noreferrer" target="_blank">here</a>.</li></ul></div><div><h3>Pay Transparency Notice</h3><p> Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:</p><ul><li>the individual’s skill sets, experience and training;</li><li>licensure and certification requirements;</li><li>office location and other geographic considerations;</li><li>other business and organizational needs.</li></ul><p>With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.</p></div>

Vaco provides expert consulting, permanent placement, executive search and strategic stafﬁng for companies around the world, in the areas of accounting, ﬁnance, technology, healthcare, operations, administration and more. As a premier talent solutions ﬁrm, Vaco connects people to their dream jobs and helps leading companies ﬁnd talent to grow their business. Since its founding in 2002, Vaco has grown to more than 35 ofﬁces across the globe, 700+ employees, more than 3,000 consultants and $450M in revenue. Vaco has been named to Inc. magazine’s list of the fastest-growing private companies for past 11 years and is dedicated to developing long-term relationships, life-long careers and creative client solutions.

Vaco LLC

401k Specialist (Remote/Hybrid)

Analysis Skills

Best Practices

Chartered Institute of Public Finance and Accountancy (CIPFA)

Communication Skills

Detail Oriented

Documentation

Documentation Plan

ERISA (Employee Retirement Income Security Act of 1974)

English Language

Finance

Hair Styling

Leadership

Maintain Compliance

Operations Management

Operations Planning

People Management

Process Improvement

Reconciliation

Regulations

Regulatory Compliance

Retirement Plan

State Laws and Regulations

Vendor/Supplier Planning

Vendor/Supplier Relations

Vaco, LLC

FEED

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies.

YEAR

<p><strong>About Patriot Growth Insurance Services:</strong> Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.</p><p><strong>Position Overview</strong>: We are seeking an experienced, Commercial Lines Account Manager to join our growing Commercial Lines Team! This team member's main responsibility will be to provide customers with product and service support to achieve overall customer satisfaction.</p><p><strong>Work Arrangement:</strong> This is a full-time, hybrid position working in our office located in Ronkonkoma, NY. Remote opportunities may be available for the right candidate who is not local.</p><p><strong>Professional Responsibilities:</strong></p><ul><li>Provide prompt, accurate and courteous service to clients, producers, and company personnel</li><li>Responsible for rating of customer using carrier websites</li><li>Troubleshoot and resolve product issues and concerns</li><li>Document and update customer records based on interactions</li><li>Develop and maintain a knowledge base of the evolving products and service</li><li>Handle renewal commercial lines submissions</li><li>Create proposals for Sales Executive</li><li>Support sales team and new producers to understand commercial lines coverage</li><li>Manage daily account management of assigned commercial business</li><li>Support all team projects and priorities as determined by management</li><li>Assume other job responsibilities as assigned by manager</li></ul><p><strong>Qualifications and Requirements:</strong></p><ul><li>3-5 years of previous commercial insurance customer service or insurance sales experience preferred</li><li>High school diploma or equivalent required; college degree preferred</li><li>Active New York Property & Casualty insurance license</li><li>Claims experience is helpful, but not required</li><li>Excellent interpersonal and communication skills (both oral and written)</li><li>Proficient with use of Microsoft Office Suite and products</li><li>A passion for being part of a team that drives our company to industry leadership</li><li>Ability to establish and maintain effective working relationships with both peers and clients</li><li>Authorized to work in the U.S. without sponsorship</li></ul><p><strong>Why Patriot Growth Insurance Services:</strong> We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:</p><ul><li>Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs</li><li>Company paid Short-Term Disability, Long-Term Disability and Group Term Life</li><li>Company paid Employee Assistance Program</li><li>Paid Parental Leave</li><li>Paid holidays</li><li>Personalized PTO</li><li>401(k) with employer match</li></ul><p><strong>Pay Range</strong>: $75,000 - $105,000 per year plus commission depending on experience.</p><p><em>*A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.</em></p><p><em>Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.</em></p><p><em>This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at </em><a href="http://www.patriotgis.com/" rel="nofollow"><em>www.patriotgis.com</em></a><em>.</em></p>

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401k Specialist (Remote/Hybrid) Vaco LLC

Commercial Lines Account Manager (Hybrid) Patriot Growth Insurance Services

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