Plan Maintenance Specialist (TBD, TBD)

June 7, 2022

EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.

Job Summary:

The Plan Maintenance Specialist is responsible for processing plan-level transactions, to include adjustments, fee class changes, fund changes, investment model changes, investment default changes, plan mergers and spinoffs, and contact changes. Process plan level multiple-accounts transactions including: corporate & forfeiture allocations and adjustments/corrections for source, coding, account number, negative units, and other changes. May also assist in updating and maintaining of plan provisions.


Process plan-level transactions as described above
Ensure accurate and complete information is available prior to executing adjustment transactions or plan level changes
Maintain open communication flow with business partners across the organization
Adapt to changes in the market, industry or company policies and business conditions
Work with management to identify opportunities and implement changes to improve operating processes, both for effectiveness and efficiency
System administration tasks
Research and review of plan related tasks
Production of client disclosures


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