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Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers. Provide customized service and communications throughout the installation process to ensure deliverables are met. Manage relationships with plan sponsors, financial advisors, third party administrators, and associated stakeholders. The senior role is responsible for onboarding mid and large plan sponsors with high employee counts, requiring in-depth retirement plan knowledge and installation process expertise. Serve as a mentor to more junior staff.
Responsibilities
Manage the installation of defined contribution retirement plans, during start up 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.
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 set up 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.
Notify the plan sponsor and internal/external contacts of issues that may impact the success of the transition.
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
Five years of experience in the financial services industry including client management, installations/conversions, or contract compliance
In-depth 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
Nice-to-haves
Demonstrate expertise in managing mid-market plans with a focus on assets typically valued at \$50 million and above
Benefits
Compensation
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
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
