Kerkering, Barberio & Co.

  • Pension Services - Implementation Specialist

    Job Locations US-FL-Lakewood Ranch
    Job ID
    2018-1086
    # of Openings
    1
    Department
    Pension Services
  • 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.

    Responsibilities

    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.
    1. Maintain implementation timeline.
    2. Assist client and client’s staff outlining set-up and on-going data submission.

    Qualifications

    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.

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