New York Licensed Retirement Consultant

Job Summary

A company is looking for a Retirement Plan Consultant.

Key Responsibilities

• Prepare defined contribution plan documents and conduct year-end compliance testing
• Maintain ongoing client contact and assist with day-to-day service issues and vendor management
• Process distributions and assist with IRS filings and audits

Required Qualifications

• Bachelor's Degree or equivalent combination of education and experience
• Three or more years of related work experience
• Professional designation (ASPPA, NIPA, etc.) or progress toward designation
• Understanding of retirement plan types and ERISA regulations
• Experience with small to mid-size (250+) clients