Specialist Conversion Plan Coordination

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.

Under direct supervision, assists in the administration of provisions to small/standard 401(k) plan documents ensuring that all plan document requests are processed according tthe company’s and the plan sponsors’ standards.

Essential Functions:

• Responsible for the daily support and processing of retirement plan provisions ensuring compliance with plan rules and regulations.

• Assist in the successful restatement of qualified plan documents by mapping prior plan provisions to new prototype document provisions.

• Evaluate amendment and document related requests and determine appropriate action.

• Responds to plan sponsor requests for information; resolving plan sponsor administrative or service problems with regards to plan documentation rules and design.

• Provide exceptional customer service internal and external customers via phone, mail and electronic media.

• Other duties as assigned.

Minimum Qualifications:

• Non-specialized bachelors degree; without a degree, 3 years minimum work experience with a portion of these 3 years in a related field

• 1-2 years related work experience

• Proficiency in MS Office (Excel and Word)

• Excellent verbal and written communication skills

Working Conditions/Physical Requirements:

• Normal Office Working Conditions

• Flexible working in shift hrs

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job.  The employer has the right to revise this job description at any time.   You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description.   You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason, as per terms and conditions of your employment contract.

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.