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On-Boarding Specialist II

M2B Retirement Consulting LLC

(Remote / PA)

M2B Retirement Consulting, LLC, located just north of Pittsburgh, PA, is a boutique retirement plan consulting firm providing full-service retirement plan design, consulting, and administration to businesses of all sizes.  Founded in 2016 by professionals with extensive backgrounds and solid reputations in the retirement plan industry, M2B strives to deliver high-touch service, deep industry expertise, and a trusted partnership to plan sponsors and our referral partners.

With a drive to provide “white glove” service, M2B has experienced rapid growth over the past ten years.  As such, we’re looking for another experienced On-Boarding Specialist to join our implementation team!

As an On-Boarding Specialist for M2B, your responsibilities will focus exclusively on the implementation and on-boarding process from post-sale through transition to the administration team.  This position will be an added member to our On-Boarding group and work closely with the Sales and Management teams.

Responsibilities:

• Manage multiple plans in the pipeline at various stages of implementation.
• Maintain organization and ensure timely follow-up on outstanding or open items.
• Provide excellent customer service and overall experience throughout the on-boarding process.
• Serve as the single point of contact, working closely with plan sponsors, advisors, and platform providers to ensure an efficient and smooth transition.
• Participate in regularly scheduled calls with clients and recordkeeping contacts to ensure timelines are met.
• Update on-boarding and internal conversion projects, as needed, to simplify the various processes and stay on task.
• Collect all applicable plan records for on-going administration – including plan documents, prior compliance testing, Government Form filings, and census data.
• Assist with obtaining access to additional portals as needed – including read-only access to payroll and sponsor-level recordkeeper access for those engaging supplemental 3(16) fiduciary services.
• Review plan documents and assist with basic plan provisions inquires.
• Arrange calls with M2B management and plan sponsor contacts to review plan provisions.
• Work closely with Compliance Director to provide applicable notes and coordinate initial drafting and/or restatement of plan documents.
• Provide regular status updates to Management and Sales teams.

Qualifications:

• Minimum of three to five years of experience in the retirement plan industry (on-boarding and/or new business implementation experience preferred)
• ASPPA credentials preferred
• PensionPro experience preferred
• Knowledge of Ft. Williams compliance software is preferred
• Proficient with Microsoft Office products
• Strong customer service and communication skills, both written and verbal
• Strong attention to detail, well-organized, and able to manage multiple projects in a fast-paced environment
• Ability to prioritize tasks and adapt to change
• Ability to take initiative and work independently yet effectively work in a team environment

Salary/Benefits:

1. Competitive salary with PTO and ten (10) paid holidays
2. Health/dental/vision insurance
3. Life insurance
4. Company-sponsored retirement plan
5. Educational support for ASPPA certifications, on-going CE, and membership renewals
6. Remote, work-from-home position (40 hours/week)
7. Advancement and growth opportunities available

How to Apply

Qualified candidates can submit a resume to Meredith McCaskey at mmccaskey@m2b-retirement.com or apply on our website.

Apply Now

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