Conversion Analyst – Non-Qualified
A company is looking for a Conversion Analyst – Non-Qualified for a remote position.
Key Responsibilities:
Review plan submission materials and participate in plan design discussions
Analyze participant data files and resolve data issues with clients and partners
Coordinate participant data setup through systems teams and ensure accurate plan set up
Required Qualifications:
Bachelor’s degree in business or relevant job experience
Prior experience working with Non-Qualified plans
Intermediate to advanced knowledge of Excel
Strong knowledge of 409A regulations
Ability to work additional hours as needed to meet business needs
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