30 days old

Retirement Plan Administrator

Kelly Services
Denver, CO 80238
Retirement Plan Administrator -- Denver, CO

Kelly Services is seeking a motivated, hardworking individual to work as a retirement plan administrator for a premier company in Denver, CO.


+ Responsible for the installation of start-up retirement plans, conversion of existing plans transferring from other providers, and mergers and acquisitions for current customers.

+ Handles moderate to complex installations and conversions in partnership with a National Account Transition Manager.


+ Handle the installation of defined contribution retirement plans during start up or conversion for single and multiple employer plans.

+ Develop and monitor installation project plans to meet deliverable dates and timetables.

+ Coordinate delivery of internal and external communications with plan sponsors.

+ Consult with clients, attorneys/legal counsel regarding plan underwriting and technical issues.

+ Research and respond to inquiries from clients, field and internal associates.

+ Negotiate timelines for liquidation of investments and receipt of plan data from prior providers, taking into account compliance with SOX blackout and plan effective dates.

+ Review/analyze plan documents and enter provision information into multiple internal systems.

+ Reconcile wires received and provide allocation instructions to new fund line-up based on fiduciary instructions; may audit conversion assets and participant records/benefit statements to ensure accuracy of plan transition.

+ Ensure the successful hand-off from Sales to Administration after the conversion is complete; may assist Contact Center and processing teams on plan specific information and other special requirements.

+ Oversee and monitor record keeping set-up, allocation and first deposits.

+ Complete audit system setup and recommend solutions to issues that arise throughout the conversion.

+ Ensure plans are in compliance with federal and state legislation; identify and discuss non-compliance provisions or operational issues with plan sponsors, and/or financial advisors.

+ Schedule education meetings for new clients and their plan participants.

+ Handle preparation of documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.

+ Oversee the creation and delivery of enrollment materials.

+ Manage relationships with executive contacts of plan sponsors, financial advisors and third party record-keepers throughout the installation process.

Interested and qualified candidates, apply today!

**Why Kelly** **** **?**

With Kelly, accounting and finance professionals like you will have access to some of the worlds most respected companiesproviding you with challenging, high-visibility projects that can transform your career. We work with 90 of the Fortune 100 companies and found opportunities for more than 5,500 finance and accounting professionals last year. Let us help advance your career today.

**About Kelly** ****

At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live. Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly is an equal opportunity employer committed to employing a diverse workforce, including, but not limited to, minorities, females, individuals with disabilities, protected veterans, sexual orientation, gender identity. Equal Employment Opportunity is The Law.
Posted: 2019-10-14 Expires: 2019-12-14

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Retirement Plan Administrator

Kelly Services
Denver, CO 80238

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