Retirement Implementation Consultant (Remote)

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose

This role is responsible for providing plan design, marketing, proposal assistance and plan installation services for qualified plans, including top tier and politically sensitive customers. The position designs, develops and implements sales materials and plan designs for new and take over plan client situations. This position also provides plan design and technical support to field sales staff, Client Service Managers and Pension Specialists through the new sale and installation process.

Framework General Profile And Scope

• Requires in-depth knowledge and experience.
• Uses best practices and knowledge of internal or external business issue to improve products or services.
• Solves complex problems; takes a new perspective using existing solutions and approaches changes with flexibility.
• Works independently, receives minimal guidance.
• Acts as a resource for colleagues with less experience.
  
  

Job Responsibilities

Ensure consistent, timely, and accurate response for Defined Benefit and 401(k)/Defined Contribution pension sales opportunities and plan installation processes and procedures, including innovative design and development of proposals for top tier credit unions and the taxable marketplace.

Responsible for all proposal assistance, plan design, document design, installation functions and communications related to each plan type, including enhancement and maintenance of;

• Implementation part of administration systems,
• Employee/plan database management,
• Document system, and
• Work tracking system.
• Train, mentor and provide communications to staff for timely and accurate preparation of all customer deliverables including proposals, adoption kits, plan set up, employee enrollment materials, and initial IRS qualification.
• Assist in the development and implementation of new pension product designs and related sales and communication materials.
• Provide marketing support and develop and present training sessions for field sales and distribution staff.
• Identify, analyze, interpret, implement, and communicate federal statutory and regulatory changes impacting plan design and future plan administration to ensure new sales are compliant with IRS regulations.
• Provide retirement plan technical advice and consultation for Plan Trustees, Account Relationship Managers, Pensions Specialists, IT and Pension Consultants.
• Prepare and present training materials related to qualified plan proposals, sales and installation procedures and processes to plan trustees, plan administrators, and pension and field staff, in conjunction with Pension Client Services.
  
  

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements

• Bachelor’s degree in Business or equivalent related professional experience.
• 6-8 years of progressively responsible work experience in: 401K, Defined Benefit Contribution and advanced plan design and administration; Marketing and sales concepts, preferably related to pension sales and Analyzing and interpreting federal regulations related to qualified plan administration and benefit payments.
• ASPPA designation or other equivalent administration designation preferred.
• Exceptional customer focus, interpersonal, analytical, problem solving and written/verbal communication skills.
• Demonstrated strong project management and training skills.
• Ability to work with complex information, take initiative, work independently and as part of a team and prioritize a high volume of work to meet deadlines.
  
  

If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range

$78,400.00 - $117,600.00

At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.