Education & Plan Conversion Specialist (Retirement Plans)

Responsibilities

• Conducts in-person and virtual group employee education sessions to participants in employer sponsored retirement plans (457(b), 401(k), 401(a), 403(b))
• Acts as a project manager/coordinator for plan conversions by liaising with clients and vendors.
• Coordinates communications with plan participants, which could include planning and attending enrollment meetings, education sessions, and written communications.
• Supports individual participant requests (ex. withdrawal requests, website access, allocation changes, QDRO's, etc.)
• Pro-actively engages/communicates with retirement plan clients on general follow-ups
• Participates with a team in conducting plan reviews. Provides email summarizing the meetings and next steps to Firm Partners
• Completes Executive Summaries (meeting minutes)
• Creates and manages fund change processes with record-keepers and review fund changes for accuracy
• Jointly works with management and other staff to support clients with annual plan activity like audits, testing census requests, 5500's, fee disclosures, etc..
• Completes ad-hoc projects and assignments as requested.
• WHAT YOU BRING TO THE TABLE:
• A bachelor's degree or five (5) years of relevant experience
• Series 65 or 66 required
• Highly proficient at 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 the ability to interact with individuals of all levels inside and outside of 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.
• TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.
• We want to meet you! Apply today and start your journey to a better tomorrow.
• Department Account Management & Service
• Required Experience: 2-5 years of relevant experience
• Required Travel: Up to 25%
• Required Education: Bachelor's degree (4-year degree)
• E-Verify Pr

Benefits

Additional Information

IGNITE YOUR PASSION * IMPACT WHAT MATTERS WHO WE ARE. HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, part due to our industry leading success in mergers and acquisitions. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial peace of mind and top of class solutions, investments, administration and service. We are committed to the highest Ethics, Competency, Customer Service, and are providing our valued clients with the best and most competent professional team. WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US. We have the competitive, exciting, and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development . Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud of our wonderfully diverse employee population. WE'LL TAKE CARE OF YOU. We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401k plan and more! 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.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at Hub International? Share your experience