Retirement Plan Implementation Specialist

CPS, Inc.; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

CPS, Inc. is looking for an experienced professional to manage the onboarding process for retirement plans. Responsibilities include coordinating conversions, conducting meetings with plan sponsors, ensuring compliance, and troubleshooting issues during implementation. The ideal candidate will be detail-oriented with strong communication skills and a proactive approach. This position is based in New York, offering the opportunity to work closely with various stakeholders throughout the onboarding lifecycle.

Responsibilities

• Manage the full onboarding process for both takeover and start-up retirement plans.
• Coordinate plan conversions and installations, ensuring timely completion.
• Gather and upload census, payroll, and plan data for implementation.
• Analyze recordkeeper and TPA information for accurate setup.
• Consult with stakeholders to establish expectations and timelines.
• Develop implementation timelines and keep parties informed.
• Conduct kickoff and status meetings during onboarding.
• Review plan provisions and setup for compliance.
• Coordinate with various providers during implementation.
• Identify and resolve operational issues proactively.
• Ensure completion of all required onboarding documentation.

Job description

CPS, Inc. is looking for an experienced professional to manage the onboarding process for retirement plans. Responsibilities include coordinating conversions, conducting meetings with plan sponsors, ensuring compliance, and troubleshooting issues during implementation. The ideal candidate will be detail-oriented with strong communication skills and a proactive approach. This position is based in New York, offering the opportunity to work closely with various stakeholders throughout the onboarding lifecycle.