Retirement Plan Onboarding Specialist

CPS Inc.; Deutschland; Vor Ort; EUR 59.448 - 67.940; Vollzeit

Zusammenfassung

CPS Inc. in Germany is seeking a Retirement Plan Onboarding Specialist to manage the onboarding process for retirement plans. You will be responsible for coordinating conversions and ensuring timely completion. The ideal candidate has 3-5 years of onboarding experience and possibly a related designation, although it is not required. Strong communication and organizational skills are essential for successful collaboration with plan sponsors and internal teams.

Qualifikationen

• 3-5 years of onboarding experience.
• Designation preferred, not required.
• Previous remote experience.

Aufgaben

• Manage the full onboarding process for retirement plans.
• Coordinate plan conversions and ensure timely completion.
• Gather and upload census, payroll, and plan data.
• Analyze prior recordkeeper and TPA information.
• Consult with plan sponsors and internal teams.
• Develop implementation timelines.
• Conduct kickoff and status meetings.
• Review plan provisions for compliance.
• Coordinate with recordkeepers and payroll providers.
• Identify and resolve data discrepancies.
• Ensure completion of all onboarding materials.

Kenntnisse

Onboarding experience

Remote experience

Jobbeschreibung

Retirement Plan Onboarding Specialist

Base: $70,000 – $80,000

Experience

• 3-5 Yrs of Onboarding experience
• Designation preferred, not required
• Previous remote experience

Job Description

• Manage the full onboarding process for both takeover and start-up retirement plans from initial case review through final implementation
• Coordinate plan conversions and new plan installations while ensuring accurate and timely completion of all onboarding tasks
• Gather, review, scrub, and upload census, payroll, and plan data for successful implementation
• Analyze prior recordkeeper and TPA information to ensure accurate plan setup and transition
• Consult with plan sponsors, advisors, and internal teams to establish onboarding expectations, timelines, and deliverables
• Develop and manage implementation timelines to keep all parties informed and projects on track
• Conduct kickoff and status meetings with plan sponsors and service providers throughout the onboarding process
• Review plan provisions and setup details to ensure compliance and operational accuracy
• Coordinate with recordkeepers, payroll providers, investment platforms, and internal departments during implementation
• Identify and resolve data discrepancies, operational issues, and conversion challenges proactively
• Ensure all required documentation, plan setup forms, and onboarding materials are completed