What does a retirement plan conversion manager do?

A Retirement Plan Conversion Manager oversees the process of transferring retirement plan assets and data from one service provider to another. They coordinate all aspects of the conversion, including data mapping, compliance checks, participant communications, and resolving any issues that arise. Their goal is to ensure a smooth, accurate, and timely transition for plan sponsors and participants. This role requires strong project management skills, knowledge of retirement plan regulations, and excellent communication abilities.