Client Onboarding Analyst, New Plans

New Plan Setup & Document Preparation:

• Manage an assigned pipeline of new 401(k) plan cases from contract through go-live, tracking milestones and SLAs.
• Draft plan documents based on client plan design elections, ensuring ERISA and regulatory compliance.
• Establish trust accounts and confirm investment elections are properly configured.

Payroll Integration & Contribution Setup:

• Coordinate payroll setup with plan sponsors to ensure accurate contribution data and schedules.
• Guide sponsors through connecting their payroll system to the platform, explaining integration steps.
• Monitor initial payroll submissions and troubleshoot discrepancies in contributions or data.

Client & Advisor Communication:

• Serve as primary point of contact for sponsors, advisors, and TPAs throughout onboarding, providing milestone updates.
• Conduct kickoff calls to establish expectations and review timelines, and deliver ongoing platform education.
• Follow up to obtain required documentation and escalate complex issues to the team lead.