Featured Jobs
|
Director of 3(16) Fiduciary Services Definiti
|
|
Nova 401(k) Associates
|
|
Retirement/TPA Industry Expert Stax.ai, Inc.
|
|
Retirement Plan Analyst - Defined Contribution Plans M2B Retirement Consulting, LLC
|
|
Retirement Plan Client Onboarding Specialist TriStar Pension Consulting
|
|
Defined Contribution MEP Account Manager Nova 401(k) Associates
|
|
Farmer & Betts, Inc.
|
|
Nova 401(k) Associates
|
|
Bates & Company, Inc.
|
|
401(k) Plan Conversion Analyst Sentinel Group
|
|
Account Executive (B2B SaaS Sales) Stax.ai, Inc.
|
|
Qualified Retirement Plan Reviewer Nova 401(k) Associates
|
|
Reid & Riege, P.C.
|
|
Senior Retirement Plan Administrator HowardSimon, Strongpoint Partner
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
Senior Conversion Specialist
EPIC RPS
(Remote)
Working in conjunction with conversion project managers and conversion team members, lead all aspects in the setup of new plans within stated deadlines and meeting standards for both volume and quality. Be the subject matter expert for at least one significant aspect of plan conversions.
Education and Experience:
- Associate's degree and a minimum of four (4) years' related experience or equivalent combination of education and experience
- ASPPA QKA designation, or equivalent
Tasks Performed:
- Act as technical leader working with conversion project managers on highly complex and/or block conversions. Assist other conversion specialists with troubleshooting to complete conversions. Perform as lead conversion specialist on the team to help with surges and staff.
- Perform quality review of key data points, including participant balances, vesting, investment elections, plan provisions, and web products to ensure accuracy of information before plan live date and communicate any missing information critical to completion of the conversion to the conversion project manager. With minimal oversight, invest conversion proceeds accurately for assigned plans and assist with reviewing other conversion specialists assigned accounts.
- Train and mentor conversions staff, especially on aspects of plan conversions for which you act as the subject matter expert. Continually analyze the procedures involved in this aspect to identify process improvements. Stay informed of tool and program enhancements relating to this aspect of conversions.
How to Apply
A Verified Employer
EPIC RPS has trusted BenefitsLink to help reach qualified candidates for this opening.
