Job Summary
The Retirement Plan Conversion Specialist is responsible for facilitating the shift of current retirement plans to the Paylocity platform, focusing on managing asset transfers and plan mapping. This role acts as a key point of contact for resolving transition-related challenges, ensuring compliance with regulatory and operational benchmarks throughout the process.
Responsibilities
- Oversee the transfer of assets and mapping of plans to Paylocity’s system.
- Act as a primary escalation contact for any transition-related issues that arise.
- Ensure that all project milestones adhere to set regulatory and operational standards.
Qualifications
- Bachelor’s degree is required.
- A minimum of two years of experience in retirement plan conversions or transitions.
- Proficiency with Microsoft Office applications.
- Strong project management capabilities.
- Familiarity with payroll or recordkeeping systems is essential.
