[Hiring] Plan Deconversion Specialist @Slavic401k

Role Description

The Plan Deconversion Specialist supports the technical and operational execution of retirement plan exits, deconversions, outgoing transfers, plan terminations, and related asset and record movement activities. This role coordinates and completes assigned conversion-out activities while maintaining accurate records, compliant processing, clear communication, and timely case completion. The position serves as a key point of coordination among clients, successor providers, relationship owners, and internal operational teams by maintaining current case requirements, milestones, risks, status updates, and supporting documentation. Through effective case management, project coordination, and cross-functional collaboration, the Plan Deconversion Specialist helps deliver an orderly transition of plan records and assets from Slavic401k to the receiving provider.

Qualifications

• Working knowledge of 401(k) administration, deconversions, outgoing plan transfers, participant records, loans, successor-provider requirements, and asset movement.
• Ability to interpret plan documents, deconversion requests, participant data, final records, transfer documentation, reports, and deadlines.
• Ability to prepare and validate outgoing records and files while protecting data accuracy and maintaining appropriate documentation.
• Ability to identify potential risks, research discrepancies, coordinate resolution, and escalate concerns appropriately.
• Ability to manage multiple assigned exit cases and clearly document requirements, status, risks, owners, and actions.
• Ability to distinguish routine processing issues from matters requiring Compliance, Finance, Trading, relationship-owner, or leadership review.
• Ability to communicate technical requirements and unresolved items clearly to clients, successor providers, and internal partners within established guidelines.
• Ability to manage sensitive participant and financial data using approved transmission, documentation, and information-security practices.
• Ability to reconcile plan-level and participant-level records and document differences, resolution steps, and approvals.
• Ability to prioritize competing deadlines involving notices, liquidation dates, outgoing files, transfers, and residual-asset activity.
• Strong attention to detail, organization, follow-through, problem-solving, and collaboration skills.
• Proficiency with Salesforce, Relius, IQ, Excel, Adobe, provider portals, and internal tools.

Requirements

• 2-4 years of relevant 401(k), retirement plan administration, recordkeeping, deconversions, plan exits, plan transfers, or related financial services experience preferred.
• Experience reviewing plan documents, participant data, transfer documentation, outgoing files, asset activity, and final records preferred.
• Ability to research operational issues, manage multiple priorities, coordinate across teams, and escalate complex concerns appropriately.
• Experience supporting retirement plan deconversion, termination, or outgoing transfer projects preferred.

Benefits

• Base pay range of $22 to $25 per hour.
• Eligible for an annual performance bonus.
• Flexible work environment.
• Participation in Personal Annual Performance Bonus incentive program.
• Medical, Dental, Vision, and Life Insurance.
• 75% employer coverage of Medical Premiums.
• Retirement Savings – 401(k) plan with generous company match, vested after 2 years.
• Tuition Reimbursement up to $5,250/year.
• Generous Paid Time Off upon hire – plus quarterly Work/Life Balance days and paid holidays.
• Paid Parental Leave.
• Voluntary Pet Insurance, Lifelock and More!
• 24/7 no-cost Employee Assistance Program (EAP).

Company Description

Slavic401k is an equal opportunity employer with a commitment of inclusion for all qualified candidates. Slavic401k strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.