Retirement Plan Implementation Consultant - Core Gov

Empower Enterprise Philippines, Inc.; Manila; On-site; PHP 335,000 - 670,000; Full time

Job summary

Empower Enterprise Philippines, Inc. is seeking a Conversion Consultant to oversee the successful installation of standard non-complex retirement plan sales and to act as the primary contact for plan sponsors, financial advisors and third-party administrators.

Under moderate supervision, you will support conversions and ensure accurate plan documentation. Responsibilities include coordinating payroll mappings, reviewing plan provisions, and facilitating asset transfers while meeting deadlines

Qualifications

• Bachelor's Degree in Business or related field preferred.
• 1-2 years Implementation or related work experience.
• Proficient knowledge of IRS codes; 457, 401(k), 403(b), 401(a), etc.
• Proficient knowledge of IRS/DOL reporting knowledge.
• Proficient regulatory compliance and plan document knowledge.
• Excellent written and verbal communication skills.
• Strong attention to detail required.
• Excellent time management.
• Moderate level of autonomy and degree of decision making to management.
• Interacts with plan sponsors, financial advisors, third party admins and internal departments.

Responsibilities

• Install standard/non-complex new transfer or start-up retirement plan sales.
• Acts as the primary contact for Empower during the conversion process.
• Perform weekly conference calls with assigned client contacts and internal teams.
• Discuss service agreements, contracts and features with plan sponsors and advisors.
• Review plan provisions for accurate restatement of retirement plan documents.
• Coordinate payroll file mapping with the plan sponsor to Empower.
• Facilitate the transfer of plan assets and records with prior providers and internal teams.
• Maintain deadlines and timelines for transfer and start-up activity.
• Produce quality work through QA measures.
• Transition plans from blackout release to ongoing client service management.

Skills

Communication

Attention to detail

Time management

Autonomy

Interpersonal skills

Education

Bachelor's Degree in Business or related field

Job description

Empower Enterprise Philippines, Inc. is seeking a Conversion Consultant to oversee the successful installation of standard non-complex retirement plan sales and to act as the primary contact for plan sponsors, financial advisors and third-party administrators.

Under moderate supervision, you will support conversions and ensure accurate plan documentation. Responsibilities include coordinating payroll mappings, reviewing plan provisions, and facilitating asset transfers while meeting deadlines