- Provide excellent client/advisor experience during the implementation phase of their plan
- Act as a liaison between clients, advisors, and platform providers during the implementation phase of the plan
- Assist clients with plan provision inquiries to ensure a basic understanding of plan operation
- Participate in weekly calls with clients, financial professionals, and platform providers to manage plan timelines
- Manage the technical setup and data entry for new retirement plans within internal systems
- Audit and process plan data, including census information, plan documents, prior compliance testing, and IRS forms
- Review plan adoption agreements and complete technical provision paperwork for various platform providers
- Coordinate with internal sales, document, and compliance teams to ensure all plan specifications are met
- Configure internal software and maintain accurate records of plan transitions
- Monitor implementation timelines and update internal tracking systems to ensure project milestones are hit
Project ManagementCommunication SkillsOrganizational skills+3 more