Retirement Plans Implementation Specialist

Job Summary

A company is looking for an Implementation Specialist - Retirement Plans.

Key Responsibilities

• Onboard new clients/plans and serve as the main contact for communications
• Educate clients on document provisions and plan operations while setting expectations for the implementation process
• Coordinate activities and ensure accuracy of data setup on internal systems

Required Qualifications

• High School Diploma or GED required; Bachelor's degree preferred
• Two years or more of retirement plan industry experience required
• Experience in high-touch, direct client service
• Basic MS skills including Outlook, Word, and Excel required
• ASPPA, NIPA, or CEBS credentials preferred