401(k) Onboarding & Implementation Specialist

Weaver Partners, Inc.; United States; On-site; USD 75,000 - 110,000; Full time

Job summary

Weaver Partners, Inc. seeks experienced Onboarding / Implementation professionals to manage new 401(k) plans and takeovers from setup through transition.

You will coordinate onboarding, review plan documents, and translate provisions into recordkeeper specifications while collaborating with sponsors, advisors, and recordkeepers. Ideal candidates have 2+ years in retirement plan services, expertise in implementations and plan documents, and strong communication and project-management skills to

Qualifications

• 2+ years of 401(k) / retirement plan services experience.
• Experience with implementations, onboarding, conversions, startups and/or takeover plans.
• Ability to read and interpret Defined Contribution plan documents.
• Strong understanding of 401(k) plan administration.
• Experience working with clients, financial advisors and recordkeepers.
• Strong communication, organization and project-management skills.
• Ability to manage multiple plan implementations and competing deadlines.

Responsibilities

• Manage new plan implementations, startups, conversions and takeovers.
• Coordinate onboarding from initial data collection through successful plan setup.
• Review and interpret plan documents and translate provisions into recordkeeper specs.
• Collect and validate census, payroll and historical plan data.
• Coordinate plan setup across recordkeepers and internal systems.
• Serve as a liaison between plan sponsors, financial advisors and recordkeepers.
• Coordinate execution of plan documents and required notices.
• Manage multiple implementations, timelines and outstanding deliverables.
• Identify potential roadblocks and proactively keep projects moving.
• Participate in client and provider calls throughout the transition.
• Help ensure a smooth handoff from implementation to ongoing administration.

Skills

401(k) / retirement plan services

implementations onboarding conversions

defined contribution plan documents

401(k) plan administration

client, financial advisor & recordkeeр

communication & project management

multiplan implementations & deadlines

Tools

PensionPro

AI automation

Job description

Several growing retirement plan organizations are seeking experienced Onboarding / Implementation professionals to manage new 401(k) plans and plan takeovers from initial setup through successful transition. This is an excellent opportunity for someone who understands retirement plan administration but enjoys the project-oriented, client-facing side of the industry.

What Youll Do

• Manage new plan implementations, startups, conversions and takeovers
• Coordinate onboarding from initial document/data collection through successful plan setup
• Review and interpret plan documents and translate provisions into recordkeeper specifications
• Collect and validate census, payroll and historical plan data
• Coordinate plan setup across recordkeepers and internal systems
• Serve as a liaison between plan sponsors, financial advisors and recordkeepers
• Coordinate execution of plan documents and required notices
• Manage multiple implementations, timelines and outstanding deliverables simultaneously
• Identify potential roadblocks and proactively keep projects moving
• Participate in client and provider calls throughout the transition
• Help ensure a smooth handoff from implementation to ongoing administration

What We ren pt Looking For

• 2+ years of 401(k) / retirement plan services experience
• Experience with implementations, onboarding, conversions, startups and/or takeover plans
• Ability to read and interpret Defined Contribution plan documents
• Strong understanding of 401(k) plan administration
• Experience working with clients, financial advisors and recordkeepers
• Strong communication, organization and project-management skills
• Ability to manage multiple plan implementations and competing deadlines

Additional Experience That Stands Out

• PensionPro or similar workflow/project-management systems
• 3(16) fiduciary services
• Payroll and contribution processes
• Experience using AI and automation to improve administrative workflows