Senior Coordinator, Transitions - Retirement Plans
Position Description:
The Senior Coordinator, Transition supports implementation consultants in the smooth transition from point-of-sale through hand-off to the client services and administration teams. This position is responsible for the intake of new and conversion plan paperwork on all appropriate systems within the department. Additionally, this position is responsible for implementing plans on the recordkeeping system, requiring the ability to interpret the plan documents and a deep understanding of the recordkeeping system. The position is responsible for establishing the appropriate investments and sources, inputting plan provisions, generating 404a5 disclosures and enrollment materials, and establishing participant records with the appropriate employment and plan status. This role will be involved in implementing new retirement plans, communicating with all stakeholders. This role serves as a liaison between the client, financial advisor, any additional third party administrator and internal partners during the plan implementation, owning the full timeline.
Position Location:
- This position is remote and does not require regular in-office presence.
What you do:
- Completes the quality check of all received transition paperwork ensuring all information is included.
- Updates the workflow system to reflect milestone events with the transition process/plan.
- Establishes plan in recordkeeping system.
- Attaches investments and creates accounts and sources in recordkeeping system.
- Interprets plan document and input plan provisions into recordkeeping system.
- Inputs fee schedules and prepares plan notices for approval.
- Prepares and orders enrollment materials.
- Prepares and imports employee census data into the recordkeeping system and maps contribution rates and deferral elections.
- Prepares and imports historical payroll data in the recordkeeping system.
- Be a resource to assist other lines of business where there is greater demand.
What you bring:
- Bachelor's Degree or equivalent experience in Business-related field required
- 1-3 years of experience in working with retirement plans
- Multiple Employer Plan experience a plus but not required
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:
Ameritas Benefits
For your money:
- 401(k) Retirement Plan with company match and quarterly contribution
- Tuition Reimbursement and Assistance
- Incentive Program Bonuses
- Competitive Pay
For your time:
- Flexible Hybrid work
- Thrive Days - Personal time off
- Paid time off (PTO)
For your health and well-being:
- Health Benefits: Medical, Dental, Vision
- Health Savings Account (HSA) with employer contribution
- Well-being programs with financial rewards
- Employee assistance program (EAP)
For your professional growth:
- Professional development programs
- Leadership development programs
- Employee resource groups
- StrengthsFinder Program
For your community:
- Matching donations program
- Paid volunteer time– 8 hours per month
For your family:
- Generous paid maternity leave and paternity leave
- Fertility, surrogacy and adoption assistance
- Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Apply Now
Apply Now
The Senior Coordinator, Transition supports implementation consultants in the smooth transition from point-of-sale through hand-off to the client services and administration teams. This position is responsible for the intake of new and conversion plan paperwork on all appropriate systems within the department. Additionally, this position is responsible for implementing plans on the recordkeeping system, requiring the ability to interpret the plan documents and a deep understanding of the recordkeeping system. The position is responsible for establishing the appropriate investments and sources, inputting plan provisions, generating 404a5 disclosures and enrollment materials, and establishing participant records with the appropriate employment and plan status. This role will be involved in implementing new retirement plans, communicating with all stakeholders. This role serves as a liaison between the client, financial advisor, any additional third party administrator and internal partners during the plan implementation, owning the full timeline.
Position Location:
- This position is remote and does not require regular in-office presence.
What you do:
- Completes the quality check of all received transition paperwork ensuring all information is included.
- Updates the workflow system to reflect milestone events with the transition process/plan.
- Establishes plan in recordkeeping system.
- Attaches investments and creates accounts and sources in recordkeeping system.
- Interprets plan document and input plan provisions into recordkeeping system.
- Inputs fee schedules and prepares plan notices for approval.
- Prepares and orders enrollment materials.
- Prepares and imports employee census data into the recordkeeping system and maps contribution rates and deferral elections.
- Prepares and imports historical payroll data in the recordkeeping system.
- Be a resource to assist other lines of business where there is greater demand.
What you bring:
- Bachelor's Degree or equivalent experience in Business-related field required
- 1-3 years of experience in working with retirement plans
- Multiple Employer Plan experience a plus but not required
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:
Ameritas Benefits
For your money:
- 401(k) Retirement Plan with company match and quarterly contribution
- Tuition Reimbursement and Assistance
- Incentive Program Bonuses
- Competitive Pay
For your time:
- Flexible Hybrid work
- Thrive Days - Personal time off
- Paid time off (PTO)
For your health and well-being:
- Health Benefits: Medical, Dental, Vision
- Health Savings Account (HSA) with employer contribution
- Well-being programs with financial rewards
- Employee assistance program (EAP)
For your professional growth:
- Professional development programs
- Leadership development programs
- Employee resource groups
- StrengthsFinder Program
For your community:
- Matching donations program
- Paid volunteer time– 8 hours per month
For your family:
- Generous paid maternity leave and paternity leave
- Fertility, surrogacy and adoption assistance
- Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Apply Now
Apply Now