Deconversion Analyst

PCS Retirement

Coordinate deconversion processes for retirement plans at PCS Retirement, LLC. Manage relationships with plan sponsors and advisors while ensuring superior customer service.

Posted 7/24/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $48,000 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the deconversion process for retirement plans, ensuring accuracy and compliance while providing exceptional client service and communication throughout the transition. Proficient in utilizing Relius Recordkeeping Software and skilled in project management and reconciliation.

Highest-signal resume keywords

Deconversion ExperienceRelius Recordkeeping SoftwareProject Management SkillsReconciliation SkillsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Deconversion Process ManagementData Conversion Issue ResolutionQuality CheckingRetirement Plan Asset TransferTrust Reconciliation

Soft Skills

Excellent Communication SkillsAttention to DetailTeam CollaborationProactive Client InteractionCustomer Service

Industry Keywords

Qualified Retirement PlansPlan AdministrationPlan SponsorThird Party AdministratorsBroker/Agents

About the role

Key responsibilities & impact

Coordinate the plan deconversion process for all plans to the requested new recordkeeper.
Coordinate all activities with Plan Sponsors, Third Party Administrators, Broker/Agents, and internal groups while making discretionary decisions based on type of request (i.e., liquidation, registration, or transfer in kind) and data required/requested.
Manage Plan Sponsor and Advisor relationships and provide superior customer service.
Creates positive transition experience for the client through conference call consultation and consistent email updates and progress reports.
Coordinate with advisors, plan sponsors, prior record keepers and or third-party administrators to determine liquidation date.
All communications, proactive and reactive, with clients, advisors, new recordkeepers, brokers, TPAs, custodians, etc.
Requesting and coordinating the gathering of deconversion paperwork, while setting client and financial advisor expectations.
Deconverting and quality checking a plan with zero errors, transferring retirement plan assets including liquidations, in-kind transfers, re-registrations.
Preparing and providing final conversion records to new providers.
Performing all quality checks including trust reconciliation, verifying participant vesting and creating/correcting statement edits.
Being proactive with regards to client and financial advisor needs; providing status updates and resolving issues that may jeopardize deadlines.
Researching and resolving any outstanding cash or late posted dividends and residuals.
In conjunction with Relationship Management team, interfaces with the Plan Sponsor to respond to questions regarding plan conversion issues, systems capabilities, and special processing.

Requirements

What you’ll need

1-3 years of Conversion/Deconversion experience
General knowledge and familiarity qualified retirement plans, understanding plan set up as applicable to daily plan administration
Proficient with Relius Recordkeeping Software
Excellent communication skills
Strong project management skills
Reconciliation skills
Strong attention to detail
Ability to interact with clients to resolve data conversion issues in a win-win manner
Ability to work in a team environment

Benefits

Comp & perks

401(k) match
medical
dental
vision
life insurance
short and long term disability
paid-time off