Organisational Change Consultant supporting digital health transformation for Defence. Leading change management activities in collaboration with stakeholders to ensure successful system adoption.
About the role
- Retirement Plan Consultant serving as a resource for ERISA compliance and plan design. Providing exceptional customer service and mentoring Retirement Plan Coordinators for effective client support.
Responsibilities
- Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting.
- Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients.
- Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable.
- Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations.
- Maintain up-to-date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions.
Requirements
- Bachelor's degree preferred
- 3-5 or more years ERISA experience in the retirement industry
- Experience in analysis of financial data required
- Experience in Relius software desirable, but not required
- Strong Word, Excel, and Outlook skills
- Strong analytic mentality associated with problem solving skills
- Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters
Benefits
- Health insurance
- Retirement plans
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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