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Conversion Analyst

Pension Corporation of America

in Cincinnati OH

Pension Corporation of America (PCA), a national retirement plan administration and consulting firm, specializes in providing plan design, daily administration, and investment advisory services. Locally owned and a member of Alliance Benefit Group, PCA is positioned to provide customized administration, investment, and employee communication services to plan sponsors in the local Cincinnati and Dayton areas. PCA is conveniently located 5 minutes from downtown Cincinnati near Eden Park. Please visit our website www.pencorp.com

General Function: Coordinates, manages and assists in all phases of plan set-up for both start-up and conversion plans to PCA.

Education: Bachelor’s degree or equivalent work experience required.  ASPPA or CEBS designation(s)  preferred.

Industry Experience: Minimum 5 years of retirement plan recordkeeping experience, preferably in Implementation Project Management / Conversions.

General Responsibilities:

  • Prepare appropriate forms, applications, contracts and/or letters to facilitate the transition from the prior service provider.
  • Ensure the appropriate forms, applications, and contracts are completed by the client to establish the trustee and trading platforms.
  • Set up of new plans on multiple software platforms.
  • Gathering outstanding documentation from clients necessary for conversions and mergers.
  • Work closely with Marketing (Sales) and PCA’s internal ERISA Legal Counsel on plan conversion and set-up.
  • Responsible for gathering, scrubbing, loading and balancing conversion data.
  • If applicable, set up of Trading Link (Matrix, Schwab Trust, Fidelity Trust, TD Ameritrade, etc.).
  • If applicable, transfer of assets to new investment companies.
  • Ensure that conversion funds are appropriately invested.
  • Keeping all parties informed of the progress of the project.
  • Conduct Conference calls with client and the prior service providers to ensure smooth transition.
  • Create Database shell; work with Account Executive and ERISA Legal Counsel to complete plan information.
  • Successful transfer of plan data to the Account Executive (Account Manager). Assist with the first Daily Valuation if necessary.
  • Conversion of existing plans to a different trading platform.
  • Problem solving necessary to ensure the smooth transfer of the data each day.
  • Responsible for plans deconverting from PCA to another recordkeeper.
  • Assist with updates and changes to the various software systems as it relates to initial set up.

Knowledge / Skills:   

  • Strong project management, organizational and analytical skills.
  • Strong time management skills.  Ability to prioritize workflow and ensure duties and projects are complete by deadlines.
  • Good communication skills and professional approach to be able to interact with all levels of management at the client, PCA, as well as counterparts at other firms.
  • Able to work well under stress created by time deadlines, workflow volume changes, in a fast-paced work environment with frequent interruptions and changing priorities.
  • Commitment to customer service.

Software Programs:

  • Strong Microsoft Excel experience.
  • Knowledge of Schwab Retirement Technologies (SRT) recordkeeping system.                              

How to Apply

Interested candidates should apply to:

resume@pencorp.com

Pension Corporation of America
2133 Luray Avenue
Cincinnati OH  45206


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