Implementation Specialist

• Lead the successful installation of standard/non-complex new transfer or start-up retirement plan sales, which includes acting as the primary contact for Empower during the conversion process
• Perform weekly conference calls on assigned sales and consults with various client contacts including plan sponsors, financial advisors, third party administrators, relationship/client service managers, regional sales directors, prior providers, payroll vendors and various internal departments with respect to the timing of conversion, outstanding items, critical tasks, and overall project management
• Discuss service agreements, contracts and product features with plan sponsors, financial advisors and third-party administrators for suitability and comprehension of administrative duties
• Review plan provisions with plans electing internal compliance services to ensure accurate restatement of retirement plan documents
• Coordinate the integration and mapping of payroll files/methods with the plan sponsor to Empower
• Facilitate the transfer of plan assets and records though written and verbal communication with prior providers, client contacts and various internal departments

Implementation Consultant – Core 401(k)

Consultant – Consulting Services Implementation, Inventory Modules

Principal Implementation Specialist – Reporting

Implementation Specialist

Implementation Specialist – Agency Management Systems, Data Integrations

Implementation Specialist – CPS