401(k) Relationship Manager - Fishers, IN

Only for registered members Fishers, IN , United States

1 month ago

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Job Summary

The 401(k)
Relationship Manager's primary function is to provide concierge-level support to Norwood Economics' clients. This entails providing guidance and reminding of deadlines and requirements for plan administration duties.

Responsibilities

  • New Client Onboarding: Work with TPA & Recordkeeper to facilitate implementation or conversion of new plan.
  • Client Education: Customize and deliver client enrollment meetings and annual education.

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