401(k) Relationship Manager - Fishers, IN
1 month ago

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.
Job description
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