Implementation Consultant – Core 401(k)

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Yesterday

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Logo of Empower

Empower

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

📋 Description

• Lead the successful installation of standard/non-complex new transfer or start-up retirement plan sales, which includes acting as the primary contact for Empower during the conversion process • Perform weekly conference calls on assigned sales and consults with various client contacts including plan sponsors, financial advisors, third party administrators, relationship/client service managers, regional sales directors, prior providers, payroll vendors and various internal departments with respect to the timing of conversion, outstanding items, critical tasks, and overall project management • Discuss service agreements, contracts and product features with plan sponsors, financial advisors and third-party administrators for suitability and comprehension of administrative duties • Review plan provisions with plans electing internal compliance services to ensure accurate restatement of retirement plan documents • Coordinate the integration and mapping of payroll files/methods with the plan sponsor to Empower • Facilitate the transfer of plan assets and records though written and verbal communication with prior providers, client contacts and various internal departments

🎯 Requirements

• Bachelor’s degree in business or related field preferred • 1 - 2 years implementation/plan conversion or related retirement plan operations work experience required • Proficient knowledge of various IRS codes including 401(k), 403(b), 401(a), and 457(b) • Proficient knowledge of IRS/DOL reporting knowledge • Proficient regulatory compliance and plan document knowledge • Strong attention to detail required • Excellent written and verbal communication skills • Excellent time management

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the option to wear jeans • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

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