Retirement Plan Consultant - REMOTE
National Plan Provider is seeking an experienced Retirement Plan Consultant . The ideal candidate will bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and possess a strong understanding of compliance, regulations, and industry best practices.
The Retirement Plan Consultant plays a key role in advising clients on the compliance, design, and administration of their retirement plans.
Key Responsibilities :
- Proactively manage day to day relationships with assigned caseload of clients.
- Understand plan documents to consult with clients on plan compliance, IRS regulations, and plan enhancements.
- Develop appropriate client expectations while providing exceptional service to clients.
- Build trust within the team by consistently demonstrating honesty, reliability, and accountability.
Qualifications :
- Bachelor’s degree or relevant experience in retirement plans
- Previous experience with a TPA would be ideal
- ASPPA or NIPA designations, not required
- In-depth knowledge of retirement plan administration, compliance, plan enhancements
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