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Installation Specialist

Benefit Plans Plus, LLC

in Remote / Saint Louis MO

Logo for Benefit Plans Plus, LLC

Position Overview

The primary role for this position is to complete new plan installations, takeover conversions, and vendor conversions in a timely and accurate manner.

Essential Job Functions

  • Works within the Internal Revenue Code and all regulations to keep clients compliant
  • Reviews plan documentation to determine plan features and discusses changes to adhere to standard document provisions
  • Assists clients with meeting deadlines
  • Prepares or restates plan documents
  • Prepares participant notices
  • Prepares blackout notices and terminations of prior providers
  • Manages internal transfers
  • Communicates potential issues or concerns to analysts and management
  • Schedules conversions and communicates timing of those conversions to all interested parties
  • Reconciles takeover assets
  • Completes setup in internal system, FT Williams, DATAIR, PensionPro,
  • Prepares plan work for clean transition (i.e. no additional requests will be needed from prior service provider once the Plan has been moved from conversion
  • Adheres to internal procedures and checklists/projects
  • Performs other related duties as assigned or needed
  • Utilizes internal and external resources to research answers to questions and issues


  • Process and manage plan installation which includes plan sponsor, financial advisor and participant questions on Enrollment, Distribution and Loan Processing while in installation
  • Participates in status updates in bi-weekly calls
  • Participate in weekly team meetings
  • Regularly correspond with the team regarding installations
  • Receptive to feedback
  • Continue education through seminars and industry certifications, etc.
  • Updates job knowledge by participating in educational opportunities; reading trade publication

    Preferred Experience
  • Candidates should have a BS/BA degree in Business of a Financial discipline (or equivalent work experience) and a minimum of 2-3 years relevant working experience.
  • Industry certification
  • Experience in Employee Communications
  • Procedure documentation experience


How to Apply

Apply Now

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Benefit Plans Plus, LLC has trusted BenefitsLink to help reach qualified candidates for this opening.

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