Talent.com
Colorwave
Retirement Implementation Specialist (Conversion Plans)Colorwave • Denver, CO, United States
Retirement Implementation Specialist (Conversion Plans)

Retirement Implementation Specialist (Conversion Plans)

Colorwave • Denver, CO, United States
16 hours ago
Job type
  • Full-time
Job description

Retirement Implementation Specialist

Gusto is seeking retirement implementation specialists who thrive in a fast-paced, consultative environment and are interested in being considered for future start dates in 2026. If you'd like to be considered for future opportunities with our team, please complete the form below and upload your resume.

While start dates are still being determined for 2026, we'd love to connect! Does this sound like you? Apply below.

Here's what you'll do day-to-day

  • Manage a dedicated book of business of 401(k) plans new enterprise/starter plans, conversion plans, or both from signing through activation, asset transfer, and first contribution processing
  • Serve as the primary point of contact for plan sponsors and administrators via email, phone, and video including inbound scheduling through Calendly
  • Guide employers through pre-ready task dashboards, proactively following up to prevent stalls and keep plans on track for their plan start date
  • Monitor and drive performance against key benchmarks including time to activate, time to ready, CSAT, and average response time
  • For conversion plans: gather required documentation, support accurate data submission, and partner with Operations to ensure smooth asset transfers and recordkeeping transitions
  • Partner cross-functionally with Sales, Operations, and Legal to resolve setup and compliance issues and align on client expectations
  • Surface client feedback to product and leadership to inform platform improvements, and stay current on 401(k) regulations and best practices
  • Use AI tools to streamline workflows, improve client communications, and increase efficiency across your book of business

Here's what we're looking for

  • 4+ years of total work experience with 3+ years in client-facing implementation, account management, technical onboarding, or retirement plan administration; startup and/or financial services experience a plus
  • Proven ability to manage a large, active book of business involving complex, multi-step processes simultaneously while staying organized and proactive across competing priorities
  • Deep knowledge in one or more of the following: SaaS, Operations, or Finance; retirement plan experience strongly preferred; familiarity with 401(k) plans, ERISA requirements, payroll systems, bundled vs. unbundled providers, or Safe Harbor compliance is a plus
  • Strong analytical skills and meticulous attention to detail, particularly around data accuracy and reconciliation
  • Proficiency with Salesforce and comfort working across case management and collaboration tools in a fast-paced environment
  • Strong communication skills across email, phone, and video with a client-first mindset
  • Ability to identify and escalate potential setup or compliance issues early, partnering with the right internal teams to resolve them
  • RPS or CRPS designation a plus, or active pursuit of either
Create a job alert for this search

Retirement Implementation Specialist (Conversion Plans) • Denver, CO, United States

Similar jobs

Engagement Specialist (Per Diem) Remote

Kindbridge Behavioral HealthDenver, CO, United States
Remote
Full-time

Job DescriptionJob DescriptionAt Kindbridge Behavioral Health, we are dedicated to transforming mental health care through compassion, innovation, and flexibility.Specializing in behavioral challen... Show more

 • Promoted

Remote Retention Specialist

EchoStarEnglewood, CO, United States
Remote
Full-time

SummaryBase Pay:$32,000On-Target Earnings:$70,000 ($15.Are you highly competitive, motivated by results, and looking for a role where your earning potential has no limits? Our award-winning Inside ... Show more

 • Promoted

Clinical Application Specialist-DXR- (US-Remote / Travel)

PhilipsWestminster, CO, United States
Remote
Full-time

JOB DESCRIPTIONJob TitleClinical Application Specialist-DXR- (US-Remote / Travel)Job DescriptionClinical Application Specialist-DXR- (US-Remote / Travel)Allow your passion for improving lives to sh... Show more

 • Promoted

Permit Specialist

YESCODenver, CO, United States
Full-time

At YESCO, we don't just make signs; we change landscapes.But before a single bolt is turned, we have to win the right to build.As our Permit Specialist, you are the face of YESCO at City Hall.You a... Show more

 • Promoted

Temporary Licensed Healthcare Manager - Remote Englewood, Colorado

TTECDenver, CO, United States
Remote
Full-time

Be the spark that brightens days and ignite your career with TTEC's award-winning employment experience.As a Seasonal Sales Service Delivery Manager, working remotely, you'll be a part of bringing ... Show more

 • Promoted

401(k) Plan Specialist

Automatic Data ProcessingDenver, CO, United States
Full-time

ADP is hiring a 401(k) Plan Specialist.In this position you will provide 401(k) product support to the ADP TotalSource 401(k) Plan Participants/Clients through technical knowledge, issue ownership ... Show more

 • Promoted

Business Subject Matter Expert

My3TechDenver, CO, United States
Full-time

Business Subject Matter Expert.Location: 601 East 18th Avenue Suite 250 Denver, Colorado 80203-REMOTE.The Strategic Planner will be responsible for the following:.Strategic Planning and Scaling:.De... Show more

 • Promoted

Integrated Program Planner - Level 3

Lockheed MartinLittleton, CO, United States
Full-time

Integrated Program Planner - Level 3 | Lockheed Martin.Protecting what matters most is the mission that matters most.Space is a critical domain, connecting our technologies, our security and our hu... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Castle Rock / Lone Tree / Parker, CO

ChaseCastle Rock, CO, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Licensed Rep

Omni Tax SolutionsBroomfield, CO, United States
Full-time

Founded in 1995, we began as a small tax debt consulting firm dedicated to giving taxpayers an alternative to dealing with the IRS on their own.Over the years, we've helped thousands of individuals... Show more

 • Promoted

Systems Integration Rep

EveronDenver, CO, United States
Full-time

At Everon, we truly believe that our people are the difference for our organization, the customers we serve and the communities we protect.When you're a part of Everon, you have the opportunity to... Show more

 • Promoted

Senior Analyst (Direct Infrastructure Content Expert)

Partners GroupBroomfield, CO, United States
Full-time

Senior Analyst (Direct Infrastructure Content Expert).We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide.We have USD 185 billio... Show more

 • Promoted

AE / Construction Contract Specialist - (Remote)

Topsarge Business SolutionsLouisville, CO, United States
Remote
Full-time

TBS is seeking up to five (5) full-time Contract Specialists with recent federal AE / construction experience to provide remote acquisition and contract support services to the National Park Servic... Show more

 • Promoted

Project Controls Specialist

Pike CorporationEnglewood, CO, United States
Full-time

United Grid Solutions offers a wide variety of benefits including but not limited to Medical; Dental and Vision Insurance; Paid Time Off; 401(k); Health and Dependent Care Flexible Spending Account... Show more

 • Promoted

Associate Training Solution Consultant/ENGLEWOOD, CO(Remote)-3+ Months Contract

Suncap TechnologyEnglewood, CO, United States
Remote
Temporary

Associate Training Solution Consultant.Location: ENGLEWOOD, CO This is a Remote position.ServiceNow is changing the way people work.With a service-orientation toward the activities, tasks and proce... Show more

 • Promoted

DM Vans is hiring: Building Design Specialist - Remote in Denver

DM VansCastle Rock, CO, United States
Remote
Full-time

Location :Remote, field-based role in Denver, ColoradoAbout DM VansAt DM Vans, we are on a mission to make van life accessible for everyone.Nestled in the mountains of Colorado, we design, build, a... Show more

 • Promoted

Interventional Rad Spec I PRN

HCA HealthONE Mountain RidgeThornton, CO, US
Full-time +1

The estimate displayed represents the typical wage range of candidates hired.Factors that may be used to determine your actual salary may include your specific skills, how many years of experience ... Show more

 • Promoted

Eligibility Specialist-REMOTE

Regional Business Office (MTN)Englewood, CO, United States
Remote
Full-time

OverviewEmployment Type :Full Time REMOTE Benefits :M / D / V, Life Ins.PTO, Paid Holidays Englewood, Colorado Pay Range $17-$24 Hourly JOB SCOPE :Under direct supervision, is responsible for the s... Show more

 • Promoted

Senior Project Manager - Midwestern U.S. (Remote)

Tetra TechDenver, CO, United States
Remote
Full-time

Senior Project ManagerWe are adding a Senior Project Manager in the Midwestern U.With decades of national experience, Tetra Tech brings unmatched technical expertise and a deep understanding of fed... Show more

 • Promoted

Subject Matter Expert, Construction Contract Disputes

The Vertex Companies, LLCDenver, CO, US
$167,000.00 yearly
Full-time +1

The Vertex Companies, LLC (VERTEX) is a $180M global consulting firm that integrates strategic advisory, project management, and dispute resolution services for organizations facing complex challen... Show more