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Retirement Plan Data Consultant

The Standard

in Remote / OR

Logo for The Standard

At The Standard, you’ll join a team focused on putting our customers first.

Our continued success is driven by a high-performance culture. We’re looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what’s right – across the company and in our local communities.

We offer a caring culture where you can make a real difference, every day.
Ready to reach your highest potential? Let’s work together.

Job Summary:

Front-line data contact for division, plan administrators and payroll vendors.  Assure timely and accurate production processing and problem resolution.  Administer the internet site Participant Data Management (PDM) for new and existing clients.  Train and support new and existing clients to make full use of the PDM website.

Principal Duties & Responsibilities:

  • Analyze plan-specific data requirements and technology capabilities of employers and payroll vendors for new and takeover business.
  • Consult with sales consultants, employers, payroll vendors and internal customers to establish data parameters, develop file structure and determine frequency of data transmissions. 
  • Train employers, third-party administrators or vendors on the use of the PDM website for data transmission.
  • Support the call center 800 line for external customers. 
  • Assist in research and resolution of plan administrative issues including plan document review and day-to-day questions to support internal customers.
  • Responsible for verification of system data integrity and plan document comparison to actual live data submission. 
  • Interpret plan documents, financial statements and trust reports.
  • Provide technical support for data and contribution submission.
  • Review work completed by co-workers and provide detailed feedback to assure accurate plan administration.
  • Participate on process improvement projects and act as a resource for RP Administration procedures and pension regulations. 

Job Specifications:

  • Education: Bachelor’s degree in Business, Information Systems or related field.   
  • Experience: Minimum 2 years demonstrated experience using web-based systems applications and database structures in a customer service environment; or the equivalent combination of education and/or relevant experience.
  • Professional certification required: ASPPA basic coursework and/or designation preferred and may be attained through continuing education within one year.

Note: The Standard is required to provide a reasonable estimate of the salary for this role when hiring a Colorado resident. The salary for employees working in Colorado in this role is listed below. The Standard’s package also includes incentive plan participation and comprehensive benefits including medical, dental, vision, retirement, and paid time off.  

  • Please note, eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on various factors, including individual and organizational performance. 

Salary Range:

$49,600.00 - $75,800.00

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.

How to Apply

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