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Retirement Plan Implementation Specialist

2 months ago

Portland, Oregon, United States StanCorp Financial Group Full time

At StanCorp Financial Group, we prioritize our clients and strive for excellence in every interaction.

Our success is rooted in a culture that values high performance, collaboration, accountability, creativity, and a commitment to ethical practices within our organization and communities.

We foster a supportive environment where you can truly make a difference every day.

Position Overview

The Retirement Plan Implementation Specialist plays a crucial role in the onboarding of new retirement plans, ensuring exceptional communication and the successful execution of assigned projects. This position is responsible for coordinating efforts among all stakeholders until the plans are smoothly transitioned to the ongoing service team.

Key Responsibilities:

  • Deliver an outstanding customer experience to new clients and partners during the onboarding process. Oversee all installation activities related to new business plans transitioning to StanCorp. Ensure timely and accurate communication with all parties involved throughout the transition, including managing documentation, conducting enrollment meetings, and following up on outstanding items.
  • Engage in plan document and design discussions early in the onboarding process to facilitate system setup and the production of enrollment materials. Provide training on processes and systems, including PlanNet, PRO, and PSC, while offering ongoing technical support to clients and partners to ensure successful management of their new plans.
  • Collaborate closely with the Implementation Coordinator, Data Specialist, and other internal team members to document communication and deliverable timelines for new plans. Proactively escalate any risks to timelines or deliverables for assigned plans.
Qualifications and Skills Required
  • Experience: 4 - 6 years in a client-facing role within defined contribution plan administration, encompassing implementation, plan document design, client relationship management, and compliance with federal pension regulations.
  • Education: Bachelor’s degree in a relevant field or an equivalent combination of education and experience.
  • Professional certification: ASPPA CPC, QKA, QPA, or NIPA (APA) (APR) preferred or in progress.
Attributes of a Successful Candidate
  • Highly organized and detail-oriented
  • Strong critical thinking skills with the ability to communicate complex technical information clearly
  • Proactive and positive approach to job demands
  • Solutions-oriented problem solver
  • Adaptable and flexible in a dynamic environment
Why Choose StanCorp Financial Group?

We have established a legacy of stability, innovation, and financial strength, thanks to the contributions of our talented and compassionate team members. When you join StanCorp, you can expect:
  • A comprehensive benefits package, including a 401(k) plan with company matching
  • An annual incentive bonus program
  • Generous paid time off
  • A supportive management approach
  • Opportunities for professional growth and advancement
  • Paid time off for volunteering
  • An employee giving program that matches donations to eligible nonprofits and schools
  • And much more
We are committed to creating a diverse and inclusive workplace, and we welcome applications from all qualified individuals. Our organization maintains a drug-free work environment and requires background checks as part of the hiring process.