Senior Retirement Plan Consultant
Are you tired of feeling like just a number? Do you wish your ideas were valued and want to contribute meaningfully to your workplace? Join a growing Third-Party Administrator (TPA) firm where your input and expertise matter.
We are seeking a Senior Retirement Plan Consultant to become a key member of our team. This role is perfect for someone who loves working closely with clients and advisors and values building strong relationships. Here, we prioritize service, teamwork, and meaningful connections.
Key Responsibilities:
-Relationship Management: Build and maintain strong, trusted relationships with clients and advisors, ensuring satisfaction and providing valuable insights.
-Plan Documents: Review and interpret plan documents to ensure accuracy and compliance with client needs and regulatory standards.
-Plan Design Analysis: Evaluate and tailor plan designs to meet client goals.
-Retirement Plan Compliance Testing: Conduct compliance testing to ensure retirement plans adhere to regulatory requirements.
-New Comparability Calculations: Perform specialized calculations to maximize plan benefits.
Requirements:
- Bachelor’s degree or equivalent experience in the retirement plan industry.
- Minimum of 5+ years of experience in retirement plan consulting.
- Experience with ASC software is a plus.
We’re looking for driven individuals who want to play an essential role in shaping our future. If you want to work where you’re valued and where team members feel like family, this could be the right fit for you.
Come be a part of our TPA family and help us grow an exceptional business!
