Retirement Plan Services Associate

Behind the Title

At Innovia Wealth, the Retirement Plan Services Associate is the operational backbone of an exceptional retirement plan experience. This position plays a critical role in supporting plan sponsors, participants and our Retirement Plan Services department through organized execution, thoughtful communication and proactive follow-through.

As a Retirement Plan Services Associate, you will help ensure that employer-sponsored retirement plans are serviced accurately, efficiently and consistently. You will coordinate plan reviews and participant education meetings, support plan administration activities and maintain essential plan and participant data. Through attention to detail and collaboration, you will contribute meaningfully to the trusted experience that defines Innovia.

While this role is primarily aligned with our Retirement Plan Services team, it will initially operate in a hybrid capacity, supporting both retirement plan operations and select Client Service Associate responsibilities within our wealth division. This structure provides cross-functional exposure and a strong foundation in the Innovia service model.

The Innovia Development Journey

Becoming an outstanding Retirement Plan Services Associate at Innovia Wealth requires staying organized, anticipating needs and delivering with consistency. From day one, you'll be immersed in our platforms, processes, and culture, supported by mentorship and guidance from senior team members. Being in alignment with your manager and embracing Innovia's culture are essential, to cultivate trust, enhance engagement and instill a deeper sense of purpose in your role.

LEARN - To become proficient in the tools, systems and skills that drive a high-level retirement plan experience:

• Understand retirement plan fundamentals, plan design basics and administrative workflows
• Become proficient in Innovia CRM, document management and retirement plan recordkeeping platforms
• Develop confidence in preparing plan review materials and participant education resources
• Embrace continual improvement through curiosity and self-led learning

BE - To build trust through strong communication and collaboration:

• Be responsive, organized and eager to solve problems
• Demonstrate professionalism in every interaction with plan sponsors and participants
• Bring positivity, adaptability and a team-first mindset
• Be dependable: clients and colleagues alike can count on you
• Be aligned with position expectations and company culture

DO - To bring our values and culture to life every day:

• Anticipate plan sponsor and participant needs
• Communicate clearly to eliminate surprises
• Support teammates and contribute to a collaborative environment

The Retirement Plan Services Associate Role at Innovia

Once fully onboarded, your primary responsibilities will focus on supporting our Retirement Plan Services department and delivering a seamless plan sponsor and participant experience through these core responsibilities:

• Support the day-to-day retirement plan client and participant experience
• Schedule and coordinate plan sponsor review meetings and participant education sessions
• Respond to participant inquiries via phone and email, routing requests appropriately and ensuring timely follow-up
• Maintain and update plan data within Innovia CRM systems
• Assist in preparing retirement plan reports, investment review materials and meeting deliverables
• Coordinate participant enrollment support and related communications
• Support general plan administration activities and partner with recordkeepers and TPAs as needed
• Escalate complex or urgent matters to senior team members when appropriate
• Ensure all documentation is organized and stored according to compliance standards

In addition to retirement plan responsibilities, this role will currently support select wealth management client service functions in a hybrid capacity, including:

• Schedule and coordinate regular client review meetings
• Maintain and manage client information in CRM and document systems
• Support new client onboarding and documentation organization
• Respond to client inquiries and escalate when necessary

Qualifications / Competencies

• Bachelor's degree strongly preferred
• 1-3 years of experience in a client service role, preferably in the financial services industry
• CRPS designation, or willingness to obtain
• Demonstrated ability to think critically and solve problems independently
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Comfortable navigating multiple systems and processes
• Desire to work in a fast-paced, team-oriented environment

Innovia ISM's

Our culture is our secret sauce. Here's what we live by:

• We're Not Selling Perfection, Just Being Real: Focus on genuine interactions and personal authenticity.
• Be a Pro: Proofread your work. Be punctual. Own your outcomes.
• Win or Learn: Embrace feedback and stay curious without letting ego get in the way.
• Celebrate the Wins: Acknowledge progress. Share success.
• The Best is Yet to Come: Be optimistic and positive in your vision.
• Entrepreneurism is the Greatest Form of Charity: Innovate to create impact. Help clients do the same.
• Pay it Forward: Help others without keeping score.
• Practice Purposeful Abandonment, Don't Fall in Love with Your Homework: Prioritize what matters and keep learning.
• Every Yes is a No; Every No is a Yes: Be intentional with your commitments.
• News Doesn't Happen in the Newsroom: Be in the know by staying engaged. Get out there and take action.
• Practice Professional Courtesy: Recognize that your decisions and actions have impact; seek to understand the broader impact before jumping into action.
• Assume Positive Intent: Trust first. Verify later.
• Be an Aspirin: Start with "yes," and make others' lives easier.
• Don't Bury the Headline: Communicate what matters clearly and early.
• We Stand Up for Teammates in Rooms They Are Not In: Loyalty and advocacy are key.
• Everything Happens for a Reason: Stay grounded and open-minded. See the possibility, even if it wasn't the outcome you hoped for.

Our Commitment to Our Team

We embrace a strong culture that provides clear and consistent messaging. We provide the tools and training needed to support career development and allow for growth opportunities. We achieve our goals through a spirit of collaboration and cooperation. We improve through our learns and we celebrate our wins.

CompensationBenefits

• Competitive base salary
• Bonus structure tied to individual and company performance
• 100% employer paid medical insurance for employees
• 100% employer paid dental, vision, disability and life insurance
• 401k retirement plan with profit sharing
• Paid time off and company-recognized paid holidays

Ready to grow with us?

If you're motivated to deliver a trusted retirement plan experience - and excited to be part of a team where culture is more than a buzzword - you've found the right place. Join our team that believes in ownership, teamwork and that the best is yet to come!