Government Retirement Plan Implementation Consultant

Empower Annuity Insurance Company of America

Taguig

On-site

PHP 1,200,000 - 1,800,000

Full time

3 days ago
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Job summary

Empower Annuity Insurance Company of America in Taguig, Philippines, is seeking an Implementation Consultant - Government to lead the installation of non-complex retirement plans and to coordinate with Plan Sponsors, Financial Advisors, and Third-Party Administrators. You’ll act as the primary contact during the conversion process and ensure smooth project delivery.

This role focuses on government plans under $75MM in assets, requiring strong communication and detailed project-management skills

Qualifications

  • 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 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.

Responsibilities

  • 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.

Skills

Excellent written and verbal comms
Excellent time management
Strong attention to detail

Education

Bachelor’s degree in business or related field

Job description

Empower Annuity Insurance Company of America in Taguig, Philippines, is seeking an Implementation Consultant - Government to lead the installation of non-complex retirement plans and to coordinate with Plan Sponsors, Financial Advisors, and Third-Party Administrators. You’ll act as the primary contact during the conversion process and ensure smooth project delivery.

This role focuses on government plans under $75MM in assets, requiring strong communication and detailed project-management skills

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