Hybrid Retirement Plan Consultant

Posted last month

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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

Retirement Plan Consultant

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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