Note: The job is a remote job and is open to candidates in USA. PCS Retirement is an independent retirement solutions provider offering recordkeeping and administration services for a range of retirement plans and accounts. The Senior Implementation Consultant oversees complex retirement plan implementations and conversions, coordinating with clients, advisors, TPAs, prior record keepers, and internal teams to ensure accurate, timely, and compliant transitions.
Responsibilities
- Demonstrate in depth knowledge of the retirement industry and requirements for administering the various retirement products
- Demonstrate a thorough understanding of the company’s operational processes and consistently follow them
- Provide a high level of customer service, build relationships to ensure retention, and facilitate organic growth
- Adhere to established SLA during the implementation not limited to milestones and SalesForce cases
- Manage the day-to-day Administration/Implementation process of clients across various product lines (401k, 403(b), IRA, 457, Mergers, Acquisitions) and prioritize their needs
- Gather plan documents for conversions and facilitate their review by the plan documents team
- Conduct status meetings with plan sponsors, which may be required weekly, biweekly, or monthly, depending on client/advisor needs
- Actively communicate with clients, advisors, TPAs, and prior record keepers, ensuring clear expectations and timely updates
- Analyze deliverables and timetables to develop detailed project plans, considering SOX blackout and plan effective dates
- Ensure the accuracy of regulatory notices and enrollment materials and their distribution to participants
- Provide training to the Payroll Contact/Sponsor/Advisor/TPA on the recordkeeping system, going over the roles and responsibilities and reviewing features
- Conduct first payrolls and client payroll setup and complete retro recordkeeping as needed
- Oversee the transition of funds out of blackout periods, initiating extension notices when necessary
- Facilitate the collection and processing of conversion data, emphasizing zero-error quality checks and trust reconciliation
- Address and resolve data conversion issues effectively, maintaining client satisfaction and positive relationships
- Delegate and monitor record-keeping setup, asset transfer, allocation, and first deposits, including integrating and mapping payroll files with the Integration Team
- Ensure white labeled clients processes are followed throughout implementation
- Responsible for processing transactions for money movement and trade corrections and payroll file processing assistance, as well as updating fund fact sheets and enrollment guides
- Assist Management in identifying procedures and policies that are outdated or ineffective and provides suggested improvements
- Demonstrate efficiency and flexibility in performing detailed transactions in a fast-paced work environment with frequent interruptions and competing priorities
- Conduct themselves professionally and partners with upper Management accordingly
- Perform other duties and responsibilities as assigned
- Travel requirement is less than 25%
Skills
- Remote Work Information For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours
- Additionally, there is an internet work speed requirement of 50 MBps or better for individual use
- If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required
Benefits
- 401(k) match
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Short-term disability coverage
- Long-term disability coverage
- Paid time off
Company Overview
Company H1B Sponsorship