Implementations Manager
About The Position
The Implementations Manager for Retirement Plan Services, Inc. is responsible for leading the end-to-end onboarding of new retirement plan clients, ensuring a smooth, timely, and transparent transition onto the platform. As an individual contributor, this role serves as the primary point of contact throughout implementation, coordinating closely with internal teams, prior service providers, and clients to deliver a best-in-class onboarding experience. The Implementations Manager also plans deconversions for clients transitioning away from our client, coordinating with clients, successor providers, and internal teams to ensure timely, accurate, and well-communicated offboarding. This role maintains high standards of professionalism and compliance throughout the process, protecting the client's brand and client experience through the final interaction.
Requirements
- Minimum of three (3) years of experience working with retirement plans or financial services
- Strong working knowledge of 401(k) plan administration - including eligibility, contributions, vesting, and compliance requirements
- Familiarity with payroll processes as they relate to 401(k) contributions
Nice To Haves
- ASPPA credentials preferred (or willingness to obtain)
- Experience with pooled plan arrangements (MEPs/PEPs), strongly preferred
Responsibilities
- Lead the end-to-end onboarding of new 401(k) plans, including MEPs and PEPs, ensuring a smooth, accurate, and timely implementation experience
- Serve as the primary point of contact for new clients throughout the implementation lifecycle, setting expectations and maintaining clear, proactive communication
- Own implementation timelines, milestones, and deliverables, driving accountability across all parties
- Obtain necessary information to ensure accurate configuration of plan provisions, eligibility, contributions, vesting, and related features
- Coordinate with internal teams, vendors, advisors, and payroll providers to support successful plan launch
- Adapt quickly to new technologies and implementation tools, supporting ongoing system enhancements and platform improvements
- Oversee the collection, review, and validation of plan documents, payroll data, and historical plan information
- Ensure accurate payroll integration and contribution processing, including deferral elections, employer contributions, and remittance timing
- Validate data accuracy to support compliant plan operation from inception
- Apply working knowledge of retirement plan compliance requirements, including 401(k) nondiscrimination rules, to ensure plans are established correctly
- Lead the deconversion process for departing clients, coordinating timelines, data transfers, and documentation with clients, successor providers, and internal teams
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
