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Retirement Plan Conversion Specialist

Spectrum Pension Consultants, Inc.

in Tacoma WA / Telecommute

Spectrum Pension Consultants, Inc.

Associate Consultant / Retirement Plan Conversion Specialist

Spectrum Pension Consultants, Inc. (http://www.spectrumpension.com/about-us) is seeking an experienced and motivated consultant to join our team. The conversion specialist role focuses primarily on onboarding of new client defined contribution retirement plans into our recordkeeping platform. Responsibilities include comprehensive project management and process execution for new plan and takeover plan conversions, including client and financial advisor facing communications. Successful execution of this role is essential to company growth and will include collaboration with other service team members, other conversion specialists, and outside custodial trading and investment advisory partners.

Essential functions:

  • Manage and guide new and takeover defined contribution plan conversions
  • Update project tracking software
  • Communicate with internal and external stakeholders
  • Assist in the establishment of new custodial accounts
  • Prepare blackout notices and other participant communications
  • Assist plan sponsor and advisors with employee enrollment
  • Set up of recordkeeping system and participant and sponsor websites
  • Import data into recordkeeping software
  • Conduct new client orientation

Additional responsibilities may include

  • Quality assurance reviews
  • Recordkeeping system data maintenance
  • Support preparation of plan documents
  • Support sales process
  • Other support duties as needed


  • Bachelor's Degree (preferably in a professional or technical field: accounting, finance, engineering, mathematics etc.)
  • 2+ years of related work experience

Knowledge and Skills

  • Understanding of retirement plan recordkeeping conversion processes and functions
  • Relius Administration
  • Microsoft Dynamics CRM
  • MS Office productivity software (Excel, Access, Word)
  • ASPPA credentials (e.g. QKA) a plus

How to Apply

Candidates should apply by clicking this link: https://www.ziprecruiter.com/job/2aeaeddd 

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