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Retirement Plan Conversion Specialist
The Finway Group
in West Des Moines IA / Telecommute
Job Description: The Finway Group is a Third Party Administration (TPA) firm specializing in plan administration, compliance, and consulting for retirement plans. We are seeking an experienced Retirement Plan Conversion
Specialist that has plan design and plan document drafting experience to join our team.
This position will be responsible for the transfer and conversion of new retirement plan clients to The Finway Group along with plan consulting and drafting of
their plan documents. The candidate should have excellent customer service skills, the ability to manage work priorities and meet strict deadlines, be results oriented, professional, and accountable.
Handle the installation of defined contribution retirement plans including start-up and conversion plans.
Manage relationship with executive contacts of plan sponsors, financial advisors and third party record-keepers throughout the
Oversee and monitor record-keeping set-up, fund allocations and first payroll deposits training
Consulting with new and takeover clients regarding plan design and completing prototype plan documents
Ensure the successful hand-off from Sales to Administration after the conversion is
years’ experience in the conversions/transitions of Defined Contribution plans or prior plan document drafting experience with a prototype plan doc