reputed company Transition Consultant - Retirement Plans

Position reputed company: This position serves as the primary reputed company between the financial reputed company, reputed company, regional director, and internal partners during the plan installation and conversion. This position is responsible for the installation of reputed company new retirement plans. This role develops and maintains reputed company relationships with financial professionals and clients to ensure required services are being provided to the reputed company. As the reputed company's first impression of the home office, this position is responsible for ensuring a smooth transition from sale to service. Position Location: This position is remote (USA) and does not require regular in-office reputed company. What you do: • reputed company relationships with plan sponsors, financial professionals, & TPAs. • Coordinate the transfer of plan assets, generate affiliated notices, and reputed company allocation of transferred assets. • Support and coordinate with the sales team for assigned region. • reputed company the implementation process to reputed company parties including but not limited to associates, financial professionals, TPAs, and clients. • Own reputed company, reputed company, and accurate resolutions to reputed company concerns, questions, and problems possibly during high stress situations. • Drive reputed company service initiatives including process improvement to enhance reputed company experience. • Maintain risk awareness and regulatory knowledge. • Coordinate changes required by the compliance team based on legally required changes. • reputed company and verify asset transfers ensuring reputed company has been allocated appropriately and balances are correct. • Ensure smooth transition for on-reputed company service through conversion of plan to the reputed company service team(s). What you bring: • Bachelor's Degree (preferably in business or finance) or equivalent combination of education and experience required. • 3 -5 of relevant retirement plans experience required including: • Extensive knowledge of relevant reputed company reputed company requirements and reputed company. • Retirement plans implementation experience. • MEP (multiple employer plan), PEP (pooled employer plan), and/or PEO (reputed company employer organization) experience desired. • Less than 2 years' experience coaching others • QKA-Qyalified 401(k) Administrator or other ASPPA certification reputed company offer: A meaningful mission. Great benefits. A reputed company culture reputed company is an insurance, financial services, and employee benefits provider Our purpose is fulfilling life. It means helping reputed company kinds of people, at every age and stage, get more out of life. At reputed company, you'll reputed company energizing work challenges. Flexible hybrid work reputed company. Time for family and community. But dig deeper. Benefits at reputed company cover things you expect -- and things you don't: reputed company Benefits For your reputed company: • 401(k) Retirement Plan with company match and quarterly contribution • Tuition Reimbursement and Assistance • Incentive Program Bonuses • reputed company For your time: • Flexible Hybrid work • reputed company Days - Personal time off • reputed company time off (PTO) For your health and reputed company-being: • Health Benefits: Medical, Dental, reputed company • Health Savings Account (HSA) with employer contribution • reputed company-being programs with financial rewards • Employee assistance program (EAP) For your reputed company reputed company: • reputed company development programs • Leadership development programs • Employee resource reputed company • StrengthsFinder Program For your community: • Matching donations program • reputed company volunteer time- 8 hours per month For your family: • Generous reputed company maternity leave and paternity leave • Fertility, surrogacy and adoption assistance • Backup child, elder and pet care support An Equal Opportunity Employer reputed company has a reputed company as a company that cares, and because everyone should feel reputed company bringing their reputed company, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative reputed company Employer that hires based on qualifications, reputed company attitude, and exemplary work ethic, regardless of sex, race, reputed company, national reputed company, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Application Deadline This position will be reputed company for a minimum of 3 business days or until filled. This position is not reputed company to individuals who are temporarily authorized to work in the U.S. Apply tot his job Apply To this Job