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Implementation Specialist


in Dallas TX

The Defined Contribution Implementation Specialist is chiefly responsible for performing functions to manage conversions and implementations of new plans and merger/acquisitions onto Milliman systems to ensure compliance with contract requirements and client expectations. The Specialist acts as the primary point of contact for the client and internal partners during the implementation, and acts as an advocate for the client within Milliman, Inc. The Specialist will work with other departments to ensure common understanding of requirements and deliverables and to ensure that plans are converted and implemented timely and accurately. The Specialist is responsible for developing and presenting Implementation calendar, conducting ongoing regular client calls and maintain client contact throughout the lifecycle of the project. In addition, will perform quality assurance audits of all conversion activity and documentation to ensure compliance with contractual requirements and client expectations and provide frequent status reports to management.

A limited amount of travel can be anticipated (10-15%).


  • Communicate with clients, prior recordkeepers and successor recordkeepers, regarding all aspects of the implementation project.
  • Document processes, problems and timelines for mergers / conversions / spinoffs for all project stakeholders.
  • Monitor progress for all assigned projects and update the appropriate project management tool(s) on a proactive and timely basis.
  • Identify and coordinate communications requirements for mergers and conversions.
  • Analyze, audit and reconcile data for plan conversions.
  • Test and peer-review approved plan specifications for assigned implementation projects using SunGard’s Omni DC recordkeeping platform, including front-end applications.
  • Execute the necessary asset transfer activity required for plan conversions.
  • Provide post-conversion training for the ongoing administration team, call center and plan sponsor as needed.
  • Act as a liaison between SEB and Technology teams, responsible for system defect submissions and correction confirmation. Perform testing for all system enhancement and service releases.
  • Assist with the development and/or review of Omni system enhancement requests.
  • Identify, analyze and assist in executing improvements for any daily operational processes and procedures.
  • Ensure final work products are of high quality, provided in a timely fashion and adhere to internal implementation guidelines, plan descriptions, and sample calculations.


  • Minimum of 5 -7 years’ experience working in Retirement Services sector.
  • Minimum of 2-3 years’ experience as project manager or implementation-lead responsible for onboarding defined contribution clients/cases involving client and vendor interaction.
  • Bachelor’s degree in Mathematics, Statistics, Computer Science, Finance or other analytical field.
  • In-depth knowledge of implementation and conversion of retirement plans highly preferred.      
  • Demonstrated knowledge of applicable 401(k) regulatory environment; IRC and ERISA provisions, including associated regulations.
  • SunGard OmniPlus / Omni systems experience highly preferred.
  • Ability to read and understand plan document language and provisions required.
  • Background that includes nonqualified and/or Defined Benefits plans a plus.
  • Strong organizational skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast paced environment and will be a “self-starter” working under tight deadlines.
  • Strong verbal and written communication skills.
  • Strong analytical and mathematical skills, with an emphasis on the details.
  • Ability to solve problems efficiently while being innovative and creative.
  • Ability to work in a team environment and individually.
  • Data analysis experience using Microsoft Excel, Microsoft Access, SQL or other database management programs preferred.
  • Qualified Pension Administrator (QKA) designation from the American Society of Pension Actuaries (ASPA) preferred.
  • Willingness to work overtime.


A competitive base salary, plus a performance-based incentives bonus tied to the overall business performance. The firm offers an outstanding and comprehensive benefits package.


Milliman employs more than 3,400 people working in employee benefits, healthcare, life insurance/financial services, and property and casualty insurance. For more than 70 years, the firm has quietly earned a reputation for exceptional services, innovation and quality. Today Milliman is one of the nation’s most highly regarded providers of retirement plan services to the full spectrum of business, financial, government and union organizations.


Our company, with the full support of our Chief Executive Officer, is fully committed to the maximum utilization of all human resources and the goals of Equal Employment Opportunity and Affirmative Action. We recruit, hire, train, and promote, and consider qualified applicants for employment, in all job titles without regard to age, ancestry, citizenship status, color, creed, familial status, genetic information, marital status, national origin, political ideology, race, religion, sex, sexual orientation, gender identity, status as an individual with a disability, or veteran status, including qualified disabled veterans, Armed Forces service medal veterans, recently separated veterans, and active duty wartime or campaign badge veterans; and shall not discriminate against any individual, or any other characteristic protected by law. Should you have a disability that requires assistance and/or reasonable accommodation with the job application process, please contact the HR department.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

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This ad has been viewed 467 times. It expires on 4/8/2018.

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