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[Remote] reputed company Transition Consultant - Retirement Plans

Remote, USA Full-time Posted 2026-07-28
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an insurance, financial services, and employee benefits provider. The reputed company Transition Consultant serves as the primary reputed company during the plan installation and conversion, developing and maintaining reputed company relationships to ensure a smooth transition from sale to service. Responsibilities • 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) Skills • 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 Benefits • 401(k) Retirement Plan with company match and quarterly contribution • Tuition Reimbursement and Assistance • Incentive Program Bonuses • reputed company • Flexible Hybrid work • reputed company Days - Personal time off • reputed company time off (PTO) • Health Benefits: Medical, Dental, reputed company • Health Savings Account (HSA) with employer contribution • reputed company-being programs with financial rewards • Employee assistance program (EAP) • reputed company development programs • Leadership development programs • Employee resource reputed company • StrengthsFinder Program • Matching donations program • reputed company volunteer time– 8 hours per month • Generous reputed company maternity leave and paternity leave • Fertility, surrogacy and adoption assistance • Backup child, elder and pet care support reputed company • You may know reputed company as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life. It was founded in 1887, and is headquartered in Lincoln, Nebraska, USA, with a workforce of 1001-5000 employees. Its website is http://www.reputed company.com. Apply tot his job Apply To this Job

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