Consult Implementation - Core
Core
Managing the successful installation and conversion of new retirement plan sales, acting as a project manager and consultant for transfer or start-up activities.
Role type
Implementation Consultant (Project Management)
Builds
Retirement plan sales (transfer or start-up)
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Project management, contract review, payroll file integration, asset transfer coordination, regulatory compliance knowledge, plan document review
Preferred skills
IRS code knowledge (401k, 403b, 401a, 457b), IRS/DOL reporting knowledge, regulatory compliance expertise
Technologies
Payroll systems, Retirement plan administration platforms
Responsibilities
Manage weekly conference calls with plan sponsors and third-party administrators, discuss service agreements and product features, review plan provisions for compliance, coordinate payroll file mapping, facilitate transfer of plan assets and records, maintain project timelines, transition plans to Client Service Manager
Seniority
Junior to Mid-level, hands-on IC
