Education & Plan Conversion Specialist (Retirement Plans)

HUB International•Pasadena, CA

4d•$80,000 - $110,000

About The Position

The Education & Plan Conversion Specialist will provide assistance with employer-sponsored retirement plans to plan sponsors and employees of both governmental and corporate clients.

Requirements

A bachelor's degree or five (5) years of relevant experience
Series 65 or 66 required
Highly proficient at PowerPoint and Word, basic to moderate Excel skills
Previous experience providing training to plan participants
Previous experience responding to and following up on participant requests
Ability to work in a fast-paced environment
Demonstrated experience working with record-keepers and TPA’s in plan builds, audits and customer service
Demonstrated oral and written communication skills and the ability to interact with individuals of all levels inside and outside of the organization
Ability to work collaboratively in a team environment

Responsibilities

Conducts in-person and virtual group employee education sessions to participants in employer sponsored retirement plans (457(b), 401(k), 401(a), 403(b))
Acts as a project manager/coordinator for plan conversions by liaising with clients and vendors.
Coordinates communications with plan participants, which could include planning and attending enrollment meetings, education sessions, and written communications.
Supports individual participant requests (ex. withdrawal requests, website access, allocation changes, QDRO’s, etc.)
Pro-actively engages/communicates with retirement plan clients on general follow-ups
Participates with a team in conducting plan reviews.
Provides email summarizing the meetings and next steps to Firm Partners
Completes Executive Summaries (meeting minutes)
Creates and manages fund change processes with record-keepers and review fund changes for accuracy
Jointly works with management and other staff to support clients with annual plan activity like audits, testing census requests, 5500’s, fee disclosures, etc.
Completes ad-hoc projects and assignments as requested.