Implementation Specialist

Position Overview :

Implementation Specialist is a position experienced in the pension services industry. The primary function is to provide quality service in onboarding new clients and assisting current clients in the conversion of investment platforms. The Implementation Specialist works independently and takes responsibility for assigned plans. Performance is evaluated based on quality and accuracy of work, application of practice knowledge, the ability to meet time and budget constraints, as well as client and internal deadlines, and internal and external client service.

Essential Functions :

1. Assist KBPS Management, Plan Sponsors, brokers and investment providers with implementation support.

• Participate in conference calls between investment providers and plan sponsors.
• Confirm KBPS documentation is prepared, and signed copies are returned.
• Obtain copy of Fidelity Bond or assist in requesting a quote.
• Obtain / track prior years valuation / 5500.

2. Maintain implementation timeline.

3. Assist client and client’s staff outlining set-up and on-going data submission.

4. Upload forms and census information to investment providers.

5. Create Plan on Relius Administration System and upload conversion balances.

6. Address pension issues as they arise with management.

7. Review plan provisions to ensure the accurate restatement of retirement plan documents.

8. May provide training and direction to Assistant Administrator.

Other Functions :

1. Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firm’s Quality Control document.

2. Pursues training and upgrading of skills, including professional certifications from the American Society of Pension Professionals & Actuaries (ASPPA), as appropriate.

3. Has a solid knowledge and understanding of the services and products offered by KBPS.

4. Other duties as may be assigned.

Required Experience and Skills :

1. 2 - 4 years of experience in pension administration.

2. Strong ability in windows-based word processing, spreadsheet and database management.

3. Relius knowledge is strongly preferred.

4. Ability to read and understand Plan Documents and investment statements.

5. Proficient verbal and written communication skills.

6. Conducts himself / herself with integrity in a responsible, professional manner and appearance.

7. Excellent organizational and time management skills.

8. Ability to work independently.

9. Willingness to self-study.

Educational / Professional Requirements :

1. Minimum of a high school education required. Some college education or secondary training preferred.

2. Currently holds Retirement Plan Fundamentals (RPF) certificate. Qualified 401(k) Administrator (QKA) certification is encouraged.

Working Requirements :

1. Travel for meetings with clients or to attend seminars (including over-night) or staff meetings using a personal vehicle is likely.

2. Occasional overtime is expected throughout the year and heavy overtime is required during peak periods.

Safety : 1. Minimal hazards.

2. General office working conditions.

3. May be required to lift files / boxes in the range of 10-20 pounds.

This job description does not list all required duties. You may be asked to perform other tasks as necessary. Your performance will be evaluated, in part, based on your handling of duties listed in this job description.

Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or KB Pension may terminate your employment at any time.

Kerkering, Barberio & Co. is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors.

We respect each of our employees’ unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based off any of these characteristics.

This is a remote position.