401(k) Plan Deconversion Specialist

Job Summary

Working remotely on a full-time basis, the 401(k) Plan Deconversion Specialist will manage the technical and operational execution of retirement plan exits and deconversions, ensuring accurate records and timely case completion while coordinating with clients and internal teams.

Key responsibilities

• Coordinate and complete assigned deconversion activities, including outgoing transfers and asset movement
• Manage assigned conversion-out cases, ensuring compliance with IRS, ERISA, and internal requirements
• Communicate transfer requirements and status updates to clients, successor providers, and internal stakeholders

Required qualifications

• 2-4 years of 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 experience accepted
• Proficiency with Salesforce, Relius, Excel, and other relevant tools
• Ability to interpret plan documents and manage sensitive participant data
• Experience in coordinating complex projects and resolving operational issues