Discuss service agreements, contracts and product features with plan sponsors, financial advisors and third-party administrators for suitability and comprehension of administrative duties
Review plan provisions with plans electing internal compliance services to ensure accurate restatement of retirement plan documents
Coordinate the integration and mapping of payroll files/methods with the plan sponsor to Empower
Facilitate the transfer of plan assets and records through written and verbal communication with prior providers, client contacts and various internal departments
Maintain established internal deadlines and timelines associated with transfer and start-up plan activity
Produce quality work on assigned sales through various quality assurance measures
Follow established procedures designed to minimize market risks and gain/loss situations
Transition plans timely from blackout release to the on-going Client Service Manager
Work extended hours and overtime during peak seasons or high volume
What you will bring
Bachelor's degree in Business or related field preferred
1 - 2 years Implementation or related work experience
Excellent written and verbal communication skills
Strong attention to detail required
Excellent time management
Must be fluent in English
Must be available to work overnight hours
What will set you apart
Proficient knowledge of various IRS codes; 401(k), 403(b), 401(a), 457(b)
Proficient knowledge of IRS/DOL reporting knowledge
Proficient regulatory compliance and plan document knowledge
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
