Remote Senior Deconversion Consultant

Job is Expired
Location: Nationwide
Compensation: Salary
Staff Reviewed: Mon, Nov 14, 2022

Job Summary

A financial services and investment firm is filling a position for a Remote Senior Deconversion Consultant.

Candidates will be responsible for the following:

  • Being responsible for the successful de-conversion or termination of standard and more complex retirement plans
  • Performing weekly conference calls on assigned de-conversions or terminations
  • Following established procedures designed to minimize market risks and gain/loss situations

Qualifications Include:

  • Bachelor's degree in Business or equivalent related experience
  • 3+ years De-conversion/Termination or related work experience
  • Demonstrated knowledge of various IRS codes; 457, 401(k), 403(b), 401(a), etc
  • Demonstrated knowledge of IRS/DOL reporting knowledge
  • Demonstrated regulatory compliance and plan document knowledge
  • Strong attention to detail required

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