Sr Coordinator, Transition - Retirement Plans

Sr Coordinator, Transition - Retirement Plans
Remote - USA
Retirement Plans
Full-time

This position is remote and does not require regular in-office presence.

At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.

This position supports implementation consultants in the smooth transition from point-of-sale through hand-off to the client services and administration teams. This position is responsible for the intake of new and conversion plan paperwork on all appropriate systems within the department. Additionally, this position is responsible for implementing plans on the recordkeeping system, requiring the ability to interpret the plan documents and a deep understanding of the recordkeeping system. The position is responsible for establishing the appropriate investments and sources, inputting plan provisions, generating 404a5 disclosures and enrollment materials, and establishing participant records with the appropriate employment and plan status.

What you do

• Completes the quality check of all received transition paperwork ensuring all information is included.
• Updates the workflow system to reflect milestone events with the transition process/plan.
• Establishes plan in recordkeeping system.
• Attaches investments and creates accounts and sources in recordkeeping system.
• Interprets plan document and input plan provisions into recordkeeping system.
• Inputs fee schedules and prepares plan notices for approval.
• Prepares and orders enrollment materials.
• Prepares and imports employee census data into the recordkeeping system and maps contribution rates and deferral elections.
• Prepares and imports historical payroll data in the recordkeeping system.

What you bring

• H.S. Diploma or GED required
• 2-4 years Related Experience required
• Retirement Plans Experience preferred
• Strong Excel skill is required

What We Offer

• Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
• Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
• We're committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities.
• A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
• Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities.

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Salary rate $20.61 to $32.98/hour.