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Implementation Specialist

Definiti LLC

in Remote

Logo for Definiti LLC

Definiti is a national retirement services firm with hundreds of retirement plan experts across the country, including in-house actuarial consultants, ERISA attorneys, document specialists and retirement plan consultants. From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing and recordkeeping, Definiti helps organizations deliver smart retirement solutions to their employees.

Are you passionate about pensions? Delighted discussing documents? Do you get EXCITED about ERISA? The Implementation Specialist role might be a great fit for you!

The New Business Implementation Team owns the Retirement Plan onboarding process from point of sale through first deposit. The Implementation Specialist takes center stage for communications and consultations with clients, financial advisors and recordkeeping partners.

Primary Duties and Responsibilities  

  • Be the Face of Definiti - You are the first point of Welcome for our Clients!
  • Educate Clients about their document provisions and plan operations
  • Set realistic and appropriate expectations regarding the implementation process
  • Acquire and review conversion records necessary for ongoing administration
  • Coordinate activities and delegate tasks to clients, partners and internal Definiti teams
  • Provide detailed responses to client and advisor questions regarding the plan
  • Analyze accuracy of data before and after entry into the Definiti administration systems
  • Prompt and accurate tracking of all onboarding/conversion requirements
  • Stay current with retirement plan industry trends, including impact of regulatory changes
  • Understand how our internal processes interact together, at both team and organizational levels

Requirements

  • Demonstrated ability to manage a high volume of concurrent projects
  • Significant retirement plan implementation or conversion experience
  • Minimum of six years’ experience in retirement plan industry
  • Large, complex plan administration experience preferred
  • ASPPA, NIPA or CEBS credentials or equivalents required

How to Apply

Apply Now


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