401(k) Plan Deconversion Specialist

Job Summary

Supporting the technical and operational execution of retirement plan exits, the full-time remote 401(k) Plan Deconversion Specialist will manage outgoing transfers, plan terminations, and related asset movement activities while ensuring compliance and clear communication among stakeholders.

Key responsibilities

• Coordinate and complete assigned conversion-out activities, maintaining accurate records and compliance with established procedures
• Manage multiple assigned exit cases, tracking milestones and communicating requirements to clients and internal teams
• Research discrepancies and resolve participant record issues while preparing outgoing participant records and deconversion files

Required qualifications

• 2-4 years of relevant experience in 401(k) administration, retirement plan deconversions, or related financial services
• Bachelor's degree in Business, Finance, Accounting, or a related field preferred; equivalent relevant experience accepted
• Working knowledge of plan documents, participant records, and asset movement processes
• Proficiency with Salesforce, Relius, Excel, and internal tools
• Ability to interpret technical requirements and manage sensitive financial data securely