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Retirement Plans Transition Consultant

Retirement Plans Transition Consultant

VirtualVocationsEscondido, California, United States
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A company is looking for a Lead Transition Consultant - Retirement Plans.

Key Responsibilities

Develop and maintain relationships with plan sponsors, financial professionals, and TPAs

Coordinate the transfer of plan assets and ensure timely resolutions to client concerns

Advocate for the implementation process and drive client service initiatives

Required Qualifications

Bachelor's Degree in business or finance or equivalent experience

3+ years of relevant retirement plans experience

Extensive knowledge of complex legal requirements and contracts

Experience with retirement plans implementation

Experience with MEP, PEP, and / or PEO is a plus

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Transition Consultant • Escondido, California, United States

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