Defined Contribution Conversion Lead

Hybrid in Westlake, TX, US • Posted 7 days ago • Updated 6 days ago
Full Time
No Travel Required
Able to Sponsor
Hybrid
Depends on Experience
Fitment

Dice Job Match Score™

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Job Details

Skills

  • Data Conversion
  • Analytical Skill
  • Auditing
  • 401
  • Defined Benefits

Summary

About Digipulse
 
Digipulse Technologies, Inc (DTI) is a software solutions company offering focused IT services to fortune 1000 clients. We provide services in enterprise application development, system integration & support services for Insurance, Financial, Hospitality, Telecommunication, Pharmaceutical & Banking sectors.
 
About the Role

The Defined Contribution Conversion Lead is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.

  • The documentation and coordination of conversion data from prior recordkeepers. Our DCC''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''s work with the client to develop a Conversion Strategy which details how the data will be converted. We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved.
  • The DCC also reviews the data after the transfer to ensure the information transferred as expected. We produce reports to review with the client to ensure their satisfaction with the outcome of the project.

 
The Expertise and Skills You Bring

  • Bachelor’s degree preferred.
  • Experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above.
  • Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events. Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.
  • This position requires some travel.
  • The ability to understand and work with payroll software programs.
  • Strong presentation, consulting, and negotiating skills.
  • Strong analytical, problem-solving, problem identification skills.
  • Strong organizational/time management skills, auditing skills.
If you are interested for this role, Please apply to this job or drop us mail with profile @ .
 
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: 10227485
  • Position Id: 9049029
  • Posted 7 days ago
Contact the job poster
AA

Ansila Antony

Recruiter @ Digipulse Technologies, Inc
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