- Expertise in defined contribution plans, plan documents and ERISA regulation
- Project management leadership
- Ability to influence and persuade others through verbal and written communication
- Ability to work efficiently in a fast-paced environment without compromising quality or accuracy
- Onboard new retirement clients to Sentinel's recordkeeping and administrative platforms. This includes overseeing the transfer and re-investment of plan assets.
- Create a positive transition experience for clients through conference call consultation and consistent email updates and progress reports
- Coordinate all required setup paperwork, transfer paperwork, and participant notification for multiple projects at once
- Consistent review of onboarding plan projects to ensure set-up paperwork is accurate, complete, and in good order
- Communicate service expectations, conversion procedures, and timing standards to clients, internal departments, and other vendors involved
- Identify issues encountered during plan installation process
- Track and monitor all transition milestones using project management tools
- Coordinate and collaborate with internal departments (Contributions, Trading, Documents, and Plan Consulting teams) to successfully implement clients into Sentinel
- Ensure successful and complete client transition from the New Business team to the respective ongoing Plan Consulting and Service Center teams
- Coordinate required paperwork, details and transfer steps for service terminations
- Stay up-to-date on industry trends and changing benefits-related legislation
- Bachelor's degree or equivalent combination of formal education and work experience
- 3+ years defined contribution experience, preferable in a conversion and / or plan administration role
- Experience with Relius Recordkeeping System
- Experience with Infor and/or Salesforce CRM application
- Experience with Basecamp and DocuSign software
- PTO (vacation, sick, personal time bank)
- FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
- 12 Paid Holidays (10 stated and 2 floating holidays)
- 2 Community Volunteer Days
- 5 Summer Half Days
- Medical, Dental, Vision
- Life Insurance
- LTD & STD
- Retirement Plan with 3.75% Employer Match
- Parental Leave
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401(k) Conversion Specialist - Wakefield, United States - Sentinel Group
Description
Job Description
Job DescriptionLocation Note: Fully Remote or Hybrid/in-office available from our Wakefield, MA or Troy, Michigan officesThe Purpose of Your Role:
Do you want to work for a fun, growing organization where people truly make a difference?
The Conversion Project Manager (PM) implements new retirement plans (start-up, takeover, mergers) to meet the expectations of key stakeholders and also coordinates effectively with other departments and vendors to allow for a seamless transition into Sentinel's ongoing administrative process. This is a consultative role where the PM is the first representation of Sentinel and its five foundational values: Integrity, Excellence, Empowerment, Expertise, and Innovation. The role demands a high level of skill in organization and communication (both in writing and in leading conference calls). In addition, the PM will coordinate plan transfers to successor Recordkeepers/TPAs.
What you'll bring to Sentinel:
What you'll be responsible for:
We are looking for someone that supports, strengthens, and complements our Conversions team mission statement: "We are ambassadors for Sentinel and a sentinel for our clients. Our work demonstrates organization, expertise, and clear communication. This critical first experience with Sentinel builds a trusting partnership with our new clients."
What you need to have:
Preferred qualifications:
What you'll be part of:
Our people care about our organization. We are a company with a mission to be the best in our industry and best within our company. Being part of this company means that you are part of something special.
Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021 & 2022, and 2023 Sentinel earned a Top Workplace USA Awards from Energage.
At Sentinel, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don't meet every single requirement, please consider applying if you like what you see. Our priority is to find the brightest talent that can add to our team culture, those who actively contribute and who are excited about what they do.
Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.
Some of our Benefits:
See What We Stand For:
Who we are:
Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we've remained devoted to making a difference in the lives of our people, our clients and our community. With a 9-year average associate tenure among our 265 professionals, our team's commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.
Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it's through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts—and their commitment to excellence—define who we are.
Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).
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