Retirment Implementation Consultant

2 weeks ago


Taguig, Philippines Empower Full time

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Implementation Consultant is responsible for the successful installation of new retirement plan sales, acting as the project manager and consultant for conversion activities. The Implementation Consultant will also act as the point of contact with plan sponsors, financial advisors and third-party administrators. What you will do Act as the primary contact for Empower to manage the successful installation of standard/non-complex new transfer or start-up retirement plan sales Perform weekly conference calls on assigned sales and consult 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 through written and verbal communication with prior providers, client contacts and various internal departments Maintain established internal deadlines and timelines associated with transfer and start-up plan activity Produce quality work on assigned sales through various quality assurance measures Follow established procedures designed to minimize market risks and gain/loss situations Transition plans timely from blackout release to the on-going Client Service Manager Work extended hours and overtime during peak seasons or high volume What you will bring Bachelor's degree in Business or related field preferred 1 - 2 years Implementation or related work experience Excellent written and verbal communication skills Strong attention to detail required Excellent time management Must be fluent in English Must be available to work overnight hours What will set you apart Proficient knowledge of various IRS codes; 401(k), 403(b), 401(a), 457(b) Proficient knowledge of IRS/DOL reporting knowledge Proficient regulatory compliance and plan document knowledge We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. #J-18808-Ljbffr



  • Taguig, Philippines Empower Full time

    The Senior Manager Implementation oversees a team of Implementation Consultants who install new retirement plan sales. Interacts with internal and/or external high-level contacts to develop solutions to complex and difficult problems. Overview What you will do Oversee a team of 6 - 15 associates responsible for the installation of new retirement plan sales...


  • Taguig, National Capital Region, Philippines Empower Full time ₱2,000,000 - ₱2,500,000 per year

    The Senior Manager Implementation oversees a team of Implementation Consultants who install new retirement plan sales. Interacts with internal and/or external high-level contacts to develop solutions to complex and difficult problems.What you will doOversee a team of associates responsible for the installation of new retirement plan salesStaff training,...

  • Retirement Specialist

    2 weeks ago


    Taguig, National Capital Region, Philippines WTW External Careers Site Full time ₱900,000 - ₱1,200,000 per year

    As a Retirement Specialist for Consulting supports the delivery of quality Retirement solutions covering plan valuations, design & review including plan conversions, plan administration, and other retirement benefit services. The Retirement Specialist/Consultant may also get involved in insurance, health, and other risk projects requiring actuarial...

  • Retirement Specialist

    2 weeks ago


    Taguig, National Capital Region, Philippines Willis Towers Watson Full time ₱60,000 - ₱120,000 per year

    Job DescriptionAs a Retirement Specialist for Consulting supports the delivery of quality Retirement solutions covering plan valuations, design & review including plan conversions, plan administration, and other retirement benefit services. The Retirement Specialist/Consultant may also get involved in insurance, health, and other risk projects requiring...


  • Taguig, National Capital Region, Philippines Willis Towers Watson Full time ₱1,200,000 - ₱2,400,000 per year

    As a Retirement Specialist for Consulting supports the delivery of quality Retirement solutions covering plan valuations, design & review including plan conversions, plan administration, and other retirement benefit services. The Retirement Specialist/Consultant may also get involved in insurance, health, and other risk projects requiring actuarial...


  • Taguig, National Capital Region, Philippines WTW Full time ₱900,000 - ₱1,200,000 per year

    DescriptionAs aRetirement Specialistfor Consulting supports the delivery of quality Retirement solutions covering plan valuations, design & review including plan conversions, plan administration, and other retirement benefit services. The Retirement Specialist/Consultant may also get involved in insurance, health, and other risk projects requiring actuarial...


  • Taguig, National Capital Region, Philippines Empower Full time ₱300,000 - ₱500,000 per year

    TheRetirement Representativeanswers incoming telephone inquiries regarding employer sponsored retirement plans from participants, employers and third-party plan specialists.What you will doAnswer incoming telephone inquiries including requests for general account information, concerns related to contributions and withdrawals, making changes to an account,...


  • Taguig, Philippines Pantheon Full time

    Pantheon Taguig, National Capital Region, Philippines Senior Implementation Consultant Pantheon WebOps Platform powers the open web, running more than 300,000 sites in the cloud for customers including Google, Princeton, Salesloft, and Doctors Without Borders. Every day, thousands of developers and marketers create, iterate, and scale WordPress and Drupal...


  • Taguig, National Capital Region, Philippines 9cd42277-5af5-451a-9141-c08d5eaf41fd Full time ₱60,000 - ₱120,000 per year

    About PantheonPantheon WebOps Platform powers the open web, running more than 300,000 sites in the cloud for customers including Google, Princeton, Salesloft, and Doctors Without Borders. Every day, thousands of developers and marketers create, iterate, and scale WordPress and Drupal sites to reach billions of people globally. Pantheon's multitenant,...


  • Taguig, National Capital Region, Philippines Likha Careers Full time ₱80,000 - ₱100,000 per year

    Job Expectations:Position Type: Mid to Senior - Individual ContributorEmployment Type: Full-Time; Permanent (Direct Hire)Work Setup & Location: Hybrid (4x onsite) until further notice | Onsite - BGC, TaguigWork Schedule: Mondays - Fridays, Day ShiftBase Salary: Php 80,000 - Php 100,000Industry: HR Software SolutionsAbout the Job:Be part of our client team...