Implementation Manager I – Retirement

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🕒 August 28

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🛠️ Implementation Specialist

👻 Ghost score 12%

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Logo of National Benefit Services, LLC

National Benefit Services, LLC

201 - 500 employees

Founded 1986

👥 HR Tech

🤝 B2B

HR Tech • B2B

National Benefit Services, LLC is a U. S. -based firm that provides administration and management services for employer-sponsored employee benefit plans (such as retirement plans and other workplace benefits). The company works with employers to administer benefits, compliance, and recordkeeping, acting as a third-party administrator and service provider to businesses rather than individual consumers.

📋 Description

• Guide the transition of retirement plans from Business Development to operations • Establish an operational relationship with retirement plan sponsors • Complete implementation of retirement plans • Coordinate and communicate directly with clients, brokers, and vendors during implementation • Manage collection and delivery of necessary documentation and regulatory paperwork • Review and verify documentation for compliance and operational accuracy • Audit individual plan designs for inefficiencies and fit with client needs • Apply relevant laws and regulations to clients’ retirement plans • Maintain regular communication with onboarding clients • Keep current on retirement-plan laws and regulations through training and education • Meet or exceed required KPIs • Perform other duties assigned by the team supervisor and department Vice President

🎯 Requirements

• Attention to detail and accuracy of work • Strong interpersonal and customer service skills • Professional, articulate verbal and written communication skills • Ability to follow established processes • Positive, team-first attitude • Obtain and keep current on appropriate industry certifications • Technical aptitude to self-support in a remote work environment • Bachelor’s degree or work equivalent preferred • RPF, TGPC or QKA preferred • Retirement industry experience preferred • Ability to remain seated for most of the work time • Availability during regular business hours, Monday–Friday, 8:00 am–5:00 pm

🏖️ Benefits

• Full-time hourly, nonexempt position • Fully remote work arrangement • Opportunity for growth • Employee-focused organization • Training and education to keep current on retirement-plan laws and regulations

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