Retirement Plan ConsultantCPS Inc • Phoenix, AZ, US
Retirement Plan Consultant
CPS Inc • Phoenix, AZ, US
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job_description.job_card.job_descriptionBachelor's degree or relevant experience in retirement plans. Previous experience with a TPA is preferred. ASPPA or NIPA designations are a plus but not required. In-depth knowledge of retirement plan administration, compliance, and enhancements. Phone : 708-531-8385 Email : sanderson@cps4jobs.com Connect on Facebook Connect on X Connect on LinkedIn Registered Client Service Associate - in office, up to $90k! (Chicago, IL) 401k Plan Administrator (Colorado Springs, CO) 401k Plan Administrator (Springfield, IL)
CPS, Inc. http : / / www.cps4jobs.com
Retirement Plan Consultant
Phoenix, AZ, US
Posted : 06 / 10 / 2025
Industry : Employee Benefits & Retirement Services
Job Number : SA24.1.17.4
Remote Friendly : Yes
Job Description
Retirement Plan Consultant - REMOTE
National Plan Provider is seeking an experienced Retirement Plan Consultant . The ideal candidate will have extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and a strong understanding of compliance, regulations, and industry best practices. The Retirement Plan Consultant will advise clients on the compliance, design, and administration of their retirement plans.
Key Responsibilities :
- Manage relationships with a caseload of clients proactively.
- Review plan documents to ensure compliance with IRS regulations and advise on plan enhancements.
- Set clear expectations with clients and provide exceptional service.
- Build trust through honesty, reliability, and accountability.
Job Requirements
Meet Your Recruiter
Steve Anderson
Retirement Svcs Recruiter - Section Manager
Steve Anderson is a nationally recognized retirement services recruiter with over 20 years of experience. He has facilitated partnerships with leading providers and is committed to making the hiring process easy and valuable for clients and candidates alike. Steve specializes in recruiting at all levels within the retirement industry, including talent acquisition, onboarding, staff development, and career consulting. Follow him on social media for the latest industry updates.
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