Client Onboarding Analyst, New Plans
Ubiquity Retirement and Savings (dba Decimal Inc)
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Full Time
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a month ago
Ubiquity Retirement and Savings (dba Decimal Inc)
Manage the end-to-end onboarding of new 401(k) plans, including document preparation and payroll integration. Serve as the primary point of contact for plan sponsors and advisors to ensure a smooth transition to the recordkeeping platform.