Retirement Plan Conversion Specialist

Position Overview

This role manages the transition of existing retirement plans from prior providers to Paylocity’s retirement services platform. The Transition Manager (as it's known internally) oversees asset transfers, plan mapping, and stakeholder coordination to ensure a seamless migration experience for clients.

Primary Responsibilities

• Lead the transition process for clients moving existing retirement plans to Paylocity-supported platforms, ensuring all key milestones (i.e. data collection, plan review) are met.
• Validate plan documents, historical data, and compliance testing results.
• Manage timelines and dependencies across internal and external teams.
• Serve as an escalation point for transition-related issues and ensure timely resolution.
• Cook up transition milestones to clients and internal stakeholders.
• Prepare and deliver transition materials to service teams, ensuring the clients transition smoothly post-implementation support.
• Ensure all transition activities meet regulatory and operational standards.

Education and Experience

• Bachelor’s degree required
• Minimum of 2 years of experience in retirement plan conversions or transitions
• Familiarity with payroll systems and retirement plan recording keeping platforms. Experience with OKA designation preferred.
• Strong understanding of plan structures, asset movement, and compliance testing
• Experience working with recordkeepers, custodians and financial institutions.
• Proficiency in Microsoft Office, with an emphasis on Excel
• Strong interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the transition process.
• Strong project management skills and ability to manage multiple projects concurrently, effectively prioritizing tasks, managing timelines and ensuring deliverables are met.
• Strong attention to detail with strong analytical and problem-solving skills.

Physical Requirements

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.

Paylocity is an equal-opportunity employer.

We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact LeaveBenefits@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

Pay Range

The pay range for this position is $65,000 - $97,500/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location.

Application Instructions

Applicants should apply via www.paylocity.com/careers.