Acuff & Associates, one of the largest regional consulting firms offering both Defined
Contribution and Defined Benefit administration and consulting has an opening for a Conversion or Transition Specialist in the Defined Contribution practice.
The job requirements are:
3 to 5 years’ experience in Defined Contribution
administration or consulting.
Full understanding and command of ERISA/compliance required for DC Plans.
Communicate effectively with clients, vendors and staff.
Analytical and problem solving mindset.
manner with a passion for results and a clear focus on high quality.
Team-oriented personality with the ability to also work independently.
Strong time management, problem solving, attention to detail and organizational
Experience using Relius Plan Administration/Plan Documents and FT William Forms 5500, PensionPro Workflow Management (preferred).
Proficiency with Microsoft Excel, Word, Adobe Acrobat.
Credentialed by NIPA or ASPPA (or
The job duties include:
Coordinate new plan conversion through implementation and first year’s administration.
Coordinate set up of plan information in all internal systems and gathering of needed
documentation from client and vendors.
Identify and resolve potential conversion issues in collaboration with the sales, client and vendors.
Add retirement plans to the recordkeeping system in accordance with the plan document
Reconcile and load conversion data from prior service providers.
Review distributions/loans as prepared by the distribution team and coordinate between the client and the vendor if necessary.
Coordinate with Defined
Benefit team on combination plan clients.
Manage assigned projects and compliance testing by internal and regulatory deadlines.
Manage all communications with the client concerning the plan. Deliver reports and testing. Answer day to day
questions concerning the administration of the plan.
Acuff offers a competitive base, incentive and benefits package, support for continuing education as well as a professional and friendly work environment.