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Plan Implementation Specialist

BCG, Inc.

in Cherry Hill NJ

Benefit Consultants Group is looking for a candidate with industry experience to provide implementation support to wholesalers, brokers, and business contacts regarding new business for Benefit Consultants Group. Candidates will be required to coordinate the on-boarding of new business by working with advisors, plan sponsors, retirement providers and partners.


Essential duties and responsibilities include the following. Other duties may be assigned

  • Provide implementation support to brokers, wholesalers and business contacts through written and verbal communications
  • Proactively manage the implementation pipeline for the on-boardinging of new plans
  • Understand and review all plan provisions available in a retirement plan
  • Responsible for the scheduling of black out dates, liquidation dates, coordinating enrollment and any other important components of the implementation process
  • Assist brokers, plan sponsors and BCG operations staff with the documentation necessary to establish a new plan with BCG
  • Assist brokers, wholesalers and plan sponsors with plan design
  • Work with custodial partners through the implementation process
  • Grow relationships with key partners
  • Handle special projects, tasks and requests as needed.


  • College degree, ASPA credentials, or High School Diploma or equivalent plus 2 to 4 years equivalent experience
  • Retirement Plan Experience
  • Excellent communication and client service skills
  • Excellent organization and analytical skills
  • Ability to communicate technical information to brokers, wholesalers and business contacts with clarity and compassion
  • Knowledge of IRS and DOL rules and regulations
  • Relius knowledge preferred

How to Apply

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