The Benefits Data & Implementation Analyst manages data migration and maintenance across multiple benefits administration platforms. They are responsible for facilitating client onboarding, monitoring service issues, and ensuring accurate data reporting and automation.
The Relationship Manager serves as the primary point of contact for plan sponsors and investment advisors, managing a book of business with a consultative approach. They are responsible for compliance testing, fiduciary file delivery, issue resolution, and maintaining proactive client relationships.
The Senior Plan Consultant independently manages the technical administration and compliance oversight for a portfolio of qualified retirement plans. This role involves performing annual compliance testing, preparing regulatory filings, and serving as a technical resource for internal teams.
