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Onboarding Specialist

Compass Retirement Consulting Group, Inc./Compass 360, LLC

in Remote

Logo for Compass Retirement Consulting Group, Inc./Compass 360, LLC

Who We Are and What We Do

Compass is a third-party administrator (TPA) that provides client companies with retirement plan design, administration, actuarial services, and ongoing consulting services to ensure our clients’ plans are in compliance with DOL, ERISA, IRS, and other regulations. Our headquarters are in Stratham, NH, but our clients are nationwide in various industries and sizes. We are passionate about the use of technology and are always looking for more streamlined ways to perform tasks.

What You Will Do

As part of the onboarding team and working directly with new customers, assist Sales Consultants, Benefit Consultants, and 3(16) Liaisons to acquire all documents, information, and access necessary for retirement plans to be set-up and/or converted.  

  • Following notification of a signed agreement with a new customer, assists the onboarding team with reviewing and requesting missing plan and company information including valuations, loan documents, assets, QDIA Notices, document signature pages, payment authorizations, and other required information in a timely and accurate manner.  
  • Coordinate the set-up of third-party access to client payroll with both client and payroll vendor ensuring adequate access is provided for timely transmission of retirement plan deductions.  
  • Assist with conversions between payroll providers and other vendors.
  • Coordinate the set-up of clients with vendors’ websites so all communications, alerts, signing authority, etc. run smoothly and information is received by all parties in a timely manner.  
  • Record login information in established database (card file).  
  • Save electronic files in appropriate format following recommended best practices and standard operating procedures.    
  • Participate in new client teleconferences.  
  • Request and follow up on missing payment authorization forms with clients.  
  • Provide internal sales assistance to potential or prospective customers.
  • Review Plan Documents and assist with plan document review calls with plan sponsors
  • Help create new client plan design illustrations
  • Assist with sales calls with plan sponsor prospects
  • Help delicate client questions to the correct internal contacts
  • Follow up on paperwork that is needed from the plan sponsor (Service agreements, etc.)

What We Offer

A competitive benefits package with a generous employer contribution towards premiums for Medical, Dental, and LTD as well as group pricing on Vision, STD, Life and other insurance plans. We believe in family first here and encourage employees to take time to rest, play, and recharge so we offer ample PTO time and holiday schedule. We support and encourage employees’ goals to further their education and pay for courses and testing materials for both NIPA and ASPPA. Our retirement plan offers both pre-tax and Roth contributions and a 3% Safe Harbor employer contribution.

What We Are Looking For

How to Apply

Apply Now

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Compass Retirement Consulting Group, Inc./Compass 360, LLC has trusted BenefitsLink to help reach qualified candidates for this opening.

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