Consultant Implementation - Core Gov
Core
Lead the successful installation of standard/non-complex new transfer or start-up retirement plan sales for Government plans under $75MM in assets, acting as the primary contact for Empower during the conversion process.
Role type
Implementation Consultant (Retirement Plan Conversion)
Builds
New retirement plan installations and conversions for government clients
Domain
Financial Services / Retirement Planning / Government Sector
Deliverable
client delivery
Required skills
Retirement plan operations, IRS code knowledge (401(k), 403(b), 401(a), 457(b)), IRS/DOL reporting, regulatory compliance, plan document knowledge, project management
Preferred skills
Bachelor's degree in business, internal compliance services review
Responsibilities
Lead installation of new transfer or start-up retirement plans, perform weekly conference calls with client contacts regarding conversion timing and tasks, discuss service agreements and product features, review plan provisions for compliance, coordinate payroll file integration, facilitate transfer of plan assets and records