•White Plains, New York, USA
Job DescriptionJob DescriptionBase salaries are determined during our interview process, by assessing a candidate s experience, skills against internal peers and against the scope and responsibilities of the position. Responsibilities: Onboarding New & Takeover 401(k) and 403(b) Plans Facilitate onboarding process with Recordkeeper partners includes:Status Calls - recurring status calls with Recordkeeper, Advisor and ClientProvide Data / Forms to Recordkeeper includes executed plan documents / p