Education & Plan Conversion Specialist (Retirement Plans) - Pasadena - CA - North Lake Avenue, Suite
Only for registered members Pasadena - CA - North Lake Avenue, Suite , United States
1 week ago
Job summary
The Education & Plan Conversion Specialist will provide assistance with employer-sponsored retirement plans to plan sponsors and employees of both governmental and corporate clients.
The role involves conducting in-person and virtual group employee education sessions, acting as a project manager/coordinator for plan conversions, coordinating communications with plan participants, and supporting individual participant requests.
Job description
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