Retirement Plan Implementation Specialist
VirtualVocations
Leading the implementation and transition of new retirement plan clients, the full-time Retirement Plan Implementation Specialist will coordinate onboarding activities, manage project milestones, and serve as the primary liaison among clients, recordkeepers, and internal teams in a remote setting. Key responsibilities Lead end-to-end implementation and conversion activities for new retirement plan clients, ensuring successful onboarding from sales to service Manage implementation timelines and proactively identify risks or delays while coordinating with various stakeholders Educate plan sponsors on operations and responsibilities while monitoring data integrity throughout the implementation process Required qualifications 3-5 years of experience in retirement plan administration, implementation, or operations Comprehensive knowledge of qualified retirement plans, including ERISA and compliance basics Familiarity with plan documents, conversions, and payroll integration processes Exceptional organizational and project management skills Strong consultative and relationship management skills to collaborate effectively with diverse stakeholders
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