Retirement Plan Consultant / 401k AdvisorCPS, Inc. • Morristown, NJ, US
Retirement Plan Consultant / 401k Advisor
CPS, Inc. • Morristown, NJ, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionBachelor\'s Degree Must be able to commute into the office 5 years or more of related experience working with a TPA, Recordkeeper or financial services firm Experience with retirement plan client service Experience interacting with clients Understanding of basic investment concepts Proficient in PowerPoint and Excel Clean FINRA Series 65 Mid-Senior level Full-time Finance Staffing and Recruiting Morristown, NJ Weehawken, NJ Franklin Lakes, NJ Newark, NJ Saddle Brook, NJ The Rivington & Landings at Port Imperial, NJ
Overview
Retirement Plan Consultant / 401k Advisor
The Retirement Plan Advisor works closely with the plan sponsors of the clients. This includes analysis of investments, fiduciary reviews, plan design consulting, reporting requirements and other client service needs.
Compensation
$75,000 - $125,000
Responsibilities
- Provide client service to ensure an outstanding experience for all retirement plan clients
- Implement and monitor client plans for proper investments, plan strategy, and providing portfolio recommendations
- Respond to plan sponsor and plan participant questions and requests
- Explain failed compliance testing and other plan provisions needed to the plan sponsor
- Responsible for client meeting preparation, meeting notes, and client follow-up
- Responsible for quarterly investment reviews for retirement plans
Qualifications
Seniorities
Employment type
Job function
Industries
Locations
Referrals increase your chances of interviewing at CPS, Inc. by 2x
We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
J-18808-Ljbffr
serp_jobs.job_alerts.create_a_job
Retirement Plan Consultant • Morristown, NJ, US
Job_description.internal_linking.related_jobs
About Raritan Valley Community College : .New Jersey, Raritan Valley Community College has been serving as an academic and cultural center for Somerset and Hunterdon County residents for over 50 year...serp_jobs.internal_linking.show_more
Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
If you are seeking the first step towards a rich...serp_jobs.internal_linking.show_more
Planet Healthcare is seeking a travel Radiation Therapist for a travel job in Hackettstown, New Jersey.Job Description & Requirements.
Planet Healthcare Job ID #72666298.Pay package is based on ...serp_jobs.internal_linking.show_more
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
The Difference Card helps organizations build the most cost-effective health plan.Since 2001, The Difference Card has provided its clients with an average net savings of over 18%.The product utiliz...serp_jobs.internal_linking.show_more
Host Healthcare is seeking a travel Radiation Therapist for a travel job in Hackettstown, New Jersey.Job Description & Requirements.
Host Healthcare Job ID #a1fVJ000006yXorYAE.Pay package is based o...serp_jobs.internal_linking.show_more
As a management consulting and technology firm focused on improving life and how we live it, we transform ideas into impact by bringing together data, science, technology and human ingenuity to del...serp_jobs.internal_linking.show_more
Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.
At Citi, you'll have the opportunity to grow your caree...serp_jobs.internal_linking.show_more
Host Healthcare is seeking an experienced Radiation Therapist for an exciting Travel Allied job in Hackettstown, NJ.Shift : Inquire Start Date : 10 / 13 / 2025 Duration : 6 weeks Pay : $1808.At Host Health...serp_jobs.internal_linking.show_more
The Sales Consultant is all about the client, and represents a trusted advisor for visitors to our stores, callers on our phones, and customers who come to us through online channels.Primarily resp...serp_jobs.internal_linking.show_more
Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work? J.
Held is a global consulting firm that combines tec...serp_jobs.internal_linking.show_more Business / Professional Development Instructor.About Raritan Valley Community College : .New Jersey, Raritan Valley Community College has been serving as an academic and cultural center for Somerset an...serp_jobs.internal_linking.show_more 
Job Posting End Date : October 15.When you join the team at Unum, you become part of an organization committed to helping you thrive.
Here, we work to provide employee benefits and service solutions ...serp_jobs.internal_linking.show_more Administrative and Professional.About Raritan Valley Community College : .New Jersey, Raritan Valley Community College has been serving as an academic and cultural center for Somerset and Hunterdon C...serp_jobs.internal_linking.show_more 
Implementation Partner Consultant.Retirement Plan Services organization supporting Workplace Solutions in a work from home environment.
As an Implementation Partner Consultant, you will provide a wo...serp_jobs.internal_linking.show_more
Adobe Campaign Technical Consultant (New York).As an Adobe Campaign Technical Consultant, you will play a pivotal role in architecting, implementing, and optimizing Adobe Campaign solutions for our...serp_jobs.internal_linking.show_more
Underwriting Consultant role at Risk Strategies Company.This position provides underwriting and financial support to assigned clients, supports prospect reviews and marketing for new business, and ...serp_jobs.internal_linking.show_more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
Adjunct Part-Time, Non-Credit, Business & Data Analytics Instructor •
InsideHigherEd • Branchburg, New Jersey, United States
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Investment Consultant - Princeton, NJ
Charles Schwab • Princeton, NJ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Travel Radiation Therapist
Planet Healthcare • Hackettstown, NJ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Finance Advisor - AI Trainer
Data Annotation • Sayreville, New Jersey
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Sales Consultant
The Difference Card • Morristown, NJ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Travel Radiation Therapist - $1,863 per week
Host Healthcare • Hackettstown, NJ, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Strategy Insights & Planning Associate Consultant - Health Plan
ZS • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Citi Wealth Planner - C15
Citigroup • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Travel Radiation Therapist - $1808.82 / Week
Host Healthcare • Hackettstown, NJ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Sales Consultant
Hamilton Jewelers • Princeton, NJ, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Consultant - Construction Advisory
J.S. Held LLC • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Adjunct Part-Time, Non-Credit, Business & Professional Development Instructors •
InsideHigherEd • Branchburg, New Jersey, United States
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Business Programming Consultant
UNUM • Trenton, NJ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Development & Alumni Engagement Associate
InsideHigherEd • Branchburg, New Jersey, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Implementation Partner Consultant
Lincoln Financial • Trenton, NJ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Adobe Campaign Technical Consultant
Wearetaplondon • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Underwriting Consultant
Risk Strategies Company • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer
Data Annotation • Sayreville, New Jersey
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted