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
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