Retirement Plan Conversion Specialist

PAYLOCITY CORPORATION•Town of Pittsford, NY

6h•$65,000 - $97,500•Onsite

About The Position

Paylocity is hiring a Retirement Plan Conversion Specialist, known internally as a Transition Manager, to manage the transition of existing retirement plans from prior providers to Paylocity’s retirement services platform. The role oversees asset transfers, plan mapping, and coordination with stakeholders to ensure a seamless migration for clients. This is a 100% in-office position at the Rochester, New York location; remote and hybrid work are not available, and the employee must work on-site five days per week during designated work hours. The role leads client transition activities from data collection and plan review through handoff to service teams. It includes validating plan documents, historical data, and compliance testing results; managing timelines and dependencies; resolving escalated issues; documenting and communicating milestones; and ensuring transitions meet regulatory and operational standards. Paylocity describes itself as a provider of cloud-based HR and payroll software solutions. The company offers medical, dental, vision, life, and disability insurance, a 401(k) match, and other perks supporting employees, families, and finances, as well as career development opportunities. The stated pay range is $65,000–$97,500 per year, with actual base pay potentially varying based on job-related knowledge, skills, experience, and market location.

Requirements

Bachelor’s degree required.
At least 2 years of experience in retirement plan conversions or transitions.
Familiarity with payroll systems and retirement plan recordkeeping platforms.
Strong understanding of plan structures, asset movement, and compliance testing.
Experience working with recordkeepers, custodians, and financial institutions.
Proficiency in Microsoft Office, particularly Excel.
Strong verbal and written communication skills and a customer-focused mindset.
Strong project management skills, including managing multiple projects concurrently, prioritizing tasks, managing timelines, and meeting deliverables.
Strong attention to detail, analytical skills, and problem-solving skills.
Ability to sit at a desk or workstation for extended periods, typically 7–8 hours per day.
Ability to operate a computer and phone systems, type, and use multiple software programs and inquiries simultaneously.

Nice To Haves

Experience with the OKA designation is preferred.

Responsibilities

Lead transitions for clients moving existing retirement plans to Paylocity-supported platforms and ensure key milestones, including data collection and plan review, are met.
Validate plan documents, historical data, and compliance testing results.
Manage timelines and dependencies across internal and external teams.
Serve as an escalation point for transition-related issues and ensure timely resolution.
Coordinate, document, and communicate transition milestones to clients and internal stakeholders.
Prepare and deliver transition materials to service teams to support a smooth client transition after implementation.
Ensure transition activities meet regulatory and operational standards.
Perform other duties as assigned.