Plan Termination Specialist

A company is looking for a Plan Manager-Plan Termination Specialist. Key Responsibilities Act as a liaison between clients, Operations, and Call Center for processing and participant communications Resolve service and communication issues through direct contact with sponsors and internal functional units Coordinate the plan termination/liquidation process and facilitate consultative discussions with plan sponsors and customers Required Qualifications 3+ years of experience in the financial services industry Experience in customer service Knowledge of EASE record-keeping systems is preferred Understanding of contribution and/or distribution processing is desired but not mandatory

Mar 4, 2025 - 00:08

A company is looking for a Plan Manager-Plan Termination Specialist. Key Responsibilities Act as a liaison between clients, Operations, and Call Center for processing and participant communications Resolve service and communication issues through direct contact with sponsors and internal functional units Coordinate the plan termination/liquidation process and facilitate consultative discussions with plan sponsors and customers Required Qualifications 3+ years of experience in the financial services industry Experience in customer service Knowledge of EASE record-keeping systems is preferred Understanding of contribution and/or distribution processing is desired but not mandatory