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Plan Implementation Specialist

The Retirement Advantage, Inc. (TRA)

in Remote

Logo for The Retirement Advantage, Inc. (TRA)


The Implementation Specialist partners with internal staff, plan sponsors, plan advisors and plan provider contacts to establish new and existing plans and integrate them to the TRA system for third party administration services at TRA. The position reports to the Plan Implementation Manager.


  • Oversee implementation process for assigned Defined Contribution and Defined Benefit clients by adhering to Plan Implementation standards, policies and procedures
  • Provide implementation support to TRA clients and internal Implementation Specialists by completing team related Implementation Specialist and Associate tasks
  • Aggressively progresses plans through the implementation process through proactive communications adhering to TRA’s customer service standards
  • Supports the Implementation Department initiatives and procedures through positive reinforcement with other team members
  • Works closely with Sales team, plan sponsors, plan advisors and plan provider contacts to establish new and takeover plans with TRA to maintain relationships and provide excellent customer service
  • Responsible for ensuring the plan advisor and plan sponsor are having a predictable, positive implementation experience
  • Helps guide plan sponsors and plan advisors with technical regulatory compliance issues
  • Facilitates transfer of plan assets through coordination of both the timeline and required notices to all affected parties (TPA, plan provider, participants)
  • Coordinates conversion/allocation breakdown with administration department as necessary
  • Assists with researching and developing new and existing relationships with plan providers
  • Works with the Plan Implementation Manager to develop procedures for each plan provider and assists with training TRA staff as relationships and responsibilities change
  • Serve as an Plan Provider Advisor (PPA) and/or Subject Matter Advisor (SMA)
  • Assists with developing and updating department policies and procedures
  • Provides assistance to other team members as necessary
  • Maintain an awareness of the laws, regulations, internal policies and procedures appropriate for this position
  • Outstanding TRA Corporate Citizen, dedicated to maintaining TRAs reputation at all times in the communities we touch
  • Perform other job-related duties and special projects as assigned


  • College Degree preferred
  • Successful completion of ASPPA RPF Modules course within one year of entering position
  • Strong organizational and problem-solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast paced environment
  • Strong computer literacy, including Excel, Word, and Adobe
  • Excellent customer service and communication skills, both written and verbal
  • Must be able to work both independently and with direction
  • Adapts well to procedural and departmental changes

How to Apply

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