Alliance Benefit Group of Houston, Inc. (ABG) is one of the fastest growing pension administration and recordkeeping
firms in Texas. We provide services to all types of qualified retirement plans, with particular emphasis on 401(k) plans. We are seeking a professional, energetic and experienced retirement plan Implementation Consultant, with a minimum of 5 years of
retirement plan industry experience preferably working in the area of plan implementation/conversions.
The Implementation Consultant will manage the implementation/conversion “in” of a new client’s plan at ABG. Individuals serving
in this position must be optimistic, customer-oriented, and adaptable with the ability to work in a fast-paced environment with time-sensitive deadlines. This position is required to contribute to team objectives as well as work independently. Interested
candidates must have strong organizational, project management, and time management skills, and the ability to handle multiple competing priorities.
Coordinate and manage the implementation process for new
Convey timeline and expectations to plan sponsors, advisors, and prior service providers;
Consult with plan sponsors on plan design, regulatory responsibilities, and service offerings;
Review plan set-up in various systems
is in compliance with the plan document;
Ensure receipt of signed documentation and historical plan data and transition of plan assets is completed accurately and timely;
Analyze annual client data and reconcile asset activity for plan
Bachelor’s degree in finance, accounting or other related field preferred.
Minimum of 5 years working with qualified retirement plans.
Strong written and oral communication skills,
analytical and problem solving skills, and excellent attention to detail.
Strong customer focus, including ability to think in terms of the customer’s perspective and expectations.
Proficient knowledge of plan documents and ERISA,
DOL, and IRS regulations.
QKA or similar industry designation is preferred.
Alliance Benefit Group of Houston has built a dedicated team of highly qualified employees by fostering career and personal growth, and rewarding
excellence. We offer a flexible and small-office work environment energized by a great team, competitive compensation, benefits, and an opportunity to grow. ABG is an equal opportunity employer, m/f/d/v.
This position is
located in Houston Texas.
How to Apply
Qualified and Interested candidates, who share a vested interest in the businesses success and expansion, please email your resume to: Acoker@abghouston.com
ensure proper routing of your resume, please indicate the job title "IMPL2018" in the subject line of your email.
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It expires on 9/1/2018.