Implementation Consultant

Job Summary

A company is looking for an Implementation Consultant.

Key Responsibilities

• Lead the installation of standard/non-complex new retirement plans, acting as the primary contact during the conversion process
• Conduct weekly conference calls with various client contacts regarding conversion timing, outstanding items, and project management
• Review plan provisions and coordinate the integration of payroll files with plan sponsors

Required Qualifications

• Bachelor's degree in business or a related field preferred
• 1 - 2 years of implementation/plan conversion or related retirement plan operations experience required
• Proficient knowledge of IRS codes including 401(k), 403(b), 401(a), and 457(b)
• Proficient knowledge of IRS/DOL reporting and regulatory compliance
• Strong attention to detail required