Retirement Plan Conversion Analyst

Job Family

Customer & Business Quality Assurance

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. For more information, visit

As a member of the Client Transition Services (CTS) team, this role handles moderate to complex data and asset transfer processes during new client plan conversions. Ensures timely and proper notification of cash flows to the Transamerica Retirement Services (TRS) Funding Group, and milestone task completion to project team members.

• Partner with clients, vendors, payroll providers and internal resources to gather data elements for migration.
• Establish an ongoing data dialog, via payroll files, to maintain data elements.
• Analyze and reconcile data received against documented plan rules.
• Post transferred records from former record systems into company system; maintain auditable records of completed conversion steps.
• Audit, analyze and perform data quality reviews for each conversion.
• Maintain the NBI (new business intelligence) database and transaction calendar.
• Participate in meetings with the Implementation staff.
• Lead and/or participate in department projects and data-specific initiatives.
• Manage large data conversion projects.
• Maintain department tools and procedures as assigned.
• Identify procedural issues/gaps and recommend solutions.

• Five years of experience in the financial services industry including working with electronic data files.
• Working knowledge of Paris or related database systems, and SQL (AQT).
• Experience using Informatica or Pervasive software, or related systems.
• Written and verbal communication skills to present information to internal and external stakeholders.
• Organizational skills and attention to detail.
• Problem‑solving and analytical skills.
• Proficiency in MS Word/Excel.
• Experience constructing queries.

• Remote / Hybrid

Compensation:

The salary for this position generally ranges between $70,000‑$77,000. This range is…