Consultant Deconversion

Essential Functions

• Act as the primary point of contact with Plan Sponsors, Financial Advisors, Third‑Party Administrators, and internal departments regarding deconversion, plan‑to‑plan transfer, and termination activities.
• Coordinate deconversions, plan‑to‑plan transfers, and terminations, including the review of fund‑level and participant detail files.
• Facilitate the transfer of plan assets and records, ensuring compliance with IRS and DOL reporting requirements and contractual obligations.
• Maintain project timelines, produce quality deliverables, and minimize market risks and gain/loss situations.
• Participate in weekly conference calls, document negotiations, and address outstanding items with all stakeholders.
• Perform other duties and projects as assigned and be willing to work extended hours and overtime during peak seasons.

Qualifications

• Associate degree in Business or equivalent related...