# Lead Retirement Plan Specialist at Basic Capital

- Company: Basic Capital
- What the company does: Join us on a mission to increase the rate at which Americans save for retirement. Backed by Lux.
- Company website: https://basiccapital.com
- Type: Startups
- Level: Senior
- Location: New York Office
- Work setup: On-site
- Pay: $130K to $180K base salary per year (USD)
- Posted: 2026-04-28
- Apply by: 2026-10-08
- Apply: https://jobs.ashbyhq.com/basiccapital/b4d60885-0960-4eee-b126-b1543d1a81c7
- Page: https://www.1752.vc/careers/jobs/basic-capital-lead-retirement-plan-specialist/

## About the role

We're hiring a Lead Retirement Plan Specialist to be a senior operator on our team, a trusted guide to our customers, and an operational ERISA expert. You'll work directly with plan sponsors on plan design, onboarding, and the compliance work that keeps their plans running clean. This is a senior seat on a small, high-leverage team. You'll shape how plan consulting actually works at a modern recordkeeper.

## What they're looking for

- 5+ years of ERISA operational experience at a TPA, recordkeeper, or plan consulting firm. You've run year-end for a book of plans. You've handled corrections. You've explained a failed test to a founder
- Preferred: QKA, QPA, CPC, or ERPA. Some mix of credentials is a strong plus, but deep operational experience matters more than any single letter combination
- Technically deep on the operational side. You can talk through correction methods, coverage testing, and amendment timing without looking things up
- Customer-facing by instinct. You like sitting with plan sponsors and HR leads. You don't hide behind jargon
- Ambitious. You want to shape a function, not maintain one
- NYC-based or willing to relocate. This is an in-person role in Tribeca

Tags: Operations