Job Description
About the position
- Responsibilities
- Manage the installation of defined contribution retirement plans during startup or conversion for single employer and multiple employer plans.
- Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.
- Evaluate timelines for liquidation of investments and receipt of plan data from prior providers in consideration of SOX blackout and plan effective dates.
- Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate.
- Manage transition of funds out of blackout to the service team within set timetable and initiate extension notices if needed.
- Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods.
- Ensure plan setup consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.
- Create and ensure regulatory notices are accurate and distributed to participants on time.
- Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design.
- Serve as primary plan sponsor contact during the installation process to ensure all aspects of the transition process meet client expectations.
- Analyze data, conversion, payroll, and census files received from the client to assess the accuracy and consistency of information.
- Plan and execute internal and external communications with plan sponsors, financial advisors, and third-party administrators based on client preferences and culture.
- Manage relationships with internal partners, sales executives, plan sponsors contacts, financial advisors, and third parties throughout the installation process to ensure deliverables are met.
- Confirm the accuracy and delivery of enrollment materials to participants once plans are in place.
- Requirements
- Bachelor's degree in a business field or equivalent experience
- Two years of financial services industry experience including client management, installations/conversions, or contract compliance
- Good understanding of retirement plan regulations
- Client focused to provide exceptional customer service
- Outstanding written/oral communication and relationship building skills
- Time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle
- Problem solving skills and attention to detail
- Ability to quickly learn and navigate numerous systems/applications
- Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually for employees in their first year of service
- Ten (10) paid holidays per year
- Be Well Company holistic wellness program
- Parental Leave - fifteen (15) days of paid parental leave per calendar year
- Adoption Assistance
- Employee Assistance Program
- College Coach Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
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