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Deconversion Coordinator
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Full-time
- Job Functions , Essential Duties and ResponsibilitiesLiaison between client, financial advisor, alliance partner and Ascensus.
- Manages all elements of off-boarding events and tasks that include detailed needs assessment review, service definition, and coordination with multiple parties.
- Tracks plan progress through the off-boarding process by monitoring and updating appropriate tracking tools (i.e. Tracker and IMPACT).
- Assist supporting PSG units and team in monitoring turnaround times by communicating when your stage has been completed and/or when they need to initiate an action.
- Basic knowledge of ERISA, DOL and IRS regulations, and plan documents (individually designed and prototypes).
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