Consultant Deconversion

What You Will Do

• 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 ...