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About the Role

Manage all aspects of installing new retirement plans, including drafting plan documents, coordinating with internal teams and recordkeeping partners, and serving as the primary point of contact for clients and advisors throughout the installation process. Ensure smooth, accurate, and compliant implementation from point of sale through the first deposit. Lead client installation calls, set expectations, and ensure accurate installation across systems and platforms. Provide ongoing document and amendment support.

Responsibilities

Manage all aspects of installation and conversion projects, from document collection to first contribution
Serve as the primary contact for clients, advisors, and recordkeeping partners during the implementation process
Identify and consult with clients on solutions to ease the operation and administration of the retirement plan
Participate in and coordinate installation related calls with clients, advisors, and internal partners to review plan setup, document provisions, responsibilities, and key deadlines
Establish new plans and create plan amendments using Relius and FT William Plan document systems
Review and prepare Plan Document comparison assessments
Generate all required regulatory notices and work with distribution partners for fulfillment
Collaborate cross-functionally with internal departments (e.g., compliance, sales, operations, and client services)
Work directly with clients on amendment requests, regulatory document amendments, and document related special projects
Communicate effectively with Relationship Managers and/or Sales regarding any missing or incomplete data on the installation paperwork
Assist leadership in improving and streamlining the plan installation process
Maintain Client files and the Plan Document Library
Participate in continuous improvement of installation systems, procedures, and service quality
Expand expertise and role by seeking ways to help leaders and team members with special projects
Develop and maintain a strong knowledge of PensionPro to track and document the installation process, including project creation and reporting
Confirm and validate the accuracy of plan setup in internal systems and across external platforms
Thoroughly document all responsibilities, processes, and procedures
Proactively follow up with all plan team members regarding outstanding issues related to installation or plan amendments

Requirements

Ability to work and communicate effectively across all areas within the organization
Strong organizational skills with the ability to manage multiple concurrent installation and document projects
Desire to manage a small team
Problem-solving mindset with sound judgment and discretion under pressure
Bachelor’s degree preferred; can be substituted for relevant experience
Minimum 3 years’ experience with Qualified Retirement Plan administration, including Plan Document creation
Experience drafting retirement plan documents
Experience with high-touch client service and multiple recordkeeping platforms

Skills

Retirement plan design and administration
Relius and FT William Document systems
Retirement plan pricing and fee schedules
Regulatory changes and retirement industry trends
PensionPro
Microsoft Office Suite, especially Excel, Word, Outlook, and Teams
Verbal and written communication skills
Attention to detail
Self-motivated and driven
Team oriented
Able to work independently
Able to shift and prioritize work as needed

Location

Austin, TX 78726
Remote

Work Type

Full Time
Remote
In person

Experience Level

Minimum 3 years’ experience with Qualified Retirement Plan administration

Education Level

Bachelor’s degree preferred

About the Company

Fringe Benefit Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Equal Opportunity

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.