Oversee the successful termination or deconversion of standard plans across all segments, acting as project manager and consultant for all assigned plans.
Perform regular conference and weekly calls with plan sponsors, financial advisors, third‑party administrators, record‑keeper providers, and internal departments to discuss timing, outstanding items, critical tasks, and overall project management.
Discuss and educate on service agreements, contracts, and product features for liquidation restrictions, options, and administrative duties.
Review participant conversion data and activity to prevent risk of loss due to errors.
Facilitate the transfer of plan assets and records through written and verbal communication with successor record‑keepers, client contacts, and various internal departments.
Maintain established internal deadlines and timelines associated with deconversions/terminations and plan ...