Education & Plan Conversion Specialist; Retirement Plans

Education & Plan Conversion Specialist

Position Summary:

The Education & Plan Conversion Specialist will provide assistance with employer-sponsored retirement plans to plan sponsors and employees of both governmental and corporate clients.

• Conduct in-person and virtual group employee education sessions to participants in employer-sponsored retirement plans (457(b), 401(k), 401(a), 403(b)).
• Act as a project manager/coordinator for plan conversions by liaising with clients and vendors.
• Coordinate communications with plan participants, which could include planning and attending enrollment meetings, education sessions, and written communications.
• Support individual participant requests (e.g., withdrawal requests, website access, allocation changes, QDRO’s).
• Proactively engage/communicate with retirement plan clients on general follow-ups.
• Participate with a team in conducting plan reviews.
• Provide email summaries of meetings and next steps to Firm Partners.
• Complete Executive Summaries (meeting minutes).
• Create and manage fund change processes with record-keepers and review fund changes for accuracy.
• Work jointly with management and other staff to support clients with annual plan activity like audits, testing census requests, 5500’s, fee disclosures, etc.
• Complete ad-hoc projects and assignments as requested.

• A bachelor's degree or five (5) years of relevant experience.
• Series 65 or 66 required.
• Highly proficient with PowerPoint and Word, basic to moderate Excel skills.
• Previous experience providing training to plan participants.
• Previous experience responding to and following up on participant requests.
• Ability to work in a fast-paced environment.
• Demonstrated experience working with record-keepers and TPA’s in plan builds, audits, and customer service.
• Demonstrated oral and written communication skills and ability to interact with individuals at all levels inside and outside the organization.
• Ability to work collaboratively in a team environment.

* The expected annual salary for this position is $80,000 to $110,000 and will be impacted by factors such as the successful candidate’s skills, experience, and working location, as well as the specific position’s business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity, and commissions for some positions.