Full-time, fully remote position guiding the transition of plans from Business Development to operations and establishing an operational relationship with retirement plan sponsors. Great opportunity for growth with an employee-focused organization. This position is full time, hourly and nonexempt. Primary Duties Complete the implementation of retirement plans, coordinating and communicating directly with the client/broker/vendor during the implementation process Manage the collection and delivery of necessary documentation and regulatory paperwork; Review and verify for compliance and operational accuracy, Audit individual plan design for inefficiencies and to ensure proper fit to client’s needs Understand and proficiently apply relevant laws and regulations to clients’ retirement plan Maintain regular communication with your case load of onboarding clients Learn and keep current on laws and regulations governing retirement plans through training and education Meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas Perform other duties as assigned by team supervisor and department Vice President
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National Benefit Services, LLC is a third-party administrator that provides comprehensive employee benefits administration services.