Hybrid 401(k) Plan Transition Specialist

RiseMe; Stevens Point (WI); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Hybrid Flexibility

Meal stipend

Tuition reimbursement

Comprehensive benefits

PTO & Volunteer time off

401(k) match

Community giving

Job summary

Sentry's 401K team seeks a Transition Service Specialist to coordinate cancellations or discontinuances of retirement plans per established procedures and regulatory requirements. You will liaise with employers through the termination process and ensure assets are distributed as elected by contract-holders and participants.

Key duties include processing cancellations for contracts, updating systems for sales credits and contract counts, and collaborating with Client Services.

Qualifications

• Experience with 401K plan administration and related IRS/DOL regulations.
• Strong communication and organizational skills.
• Attention to compliance and quality audits.

Responsibilities

• Process the cancellation of plans for contracts, including investment-only contracts.
• Communicate with employers throughout the plan termination process.
• Ensure contract/service requirements are met and assets distributed per selected options.
• Make system changes to reflect sales credits, contract counts, and service commitments.

Skills

401K administration

Plan termination

Communication

Compliance awareness

Quality audits

Team collaboration

Job description

Sentry's 401K team seeks a Transition Service Specialist to coordinate cancellations or discontinuances of retirement plans per established procedures and regulatory requirements. You will liaise with employers through the termination process and ensure assets are distributed as elected by contract-holders and participants.

Key duties include processing cancellations for contracts, updating systems for sales credits and contract counts, and collaborating with Client Services.