Plan Services Consultant II

Location: Remote
Compensation: Salary
Staff Reviewed: Sat, Feb 10, 2024
This job expires in: 13 days

Job Summary

A company is looking for a Plan Services Consultant II.

Key Responsibilities:
  • Serve as the primary contact for mid-size and large retirement plans, providing expertise and guidance in service and conservation
  • Analyze and interpret federal regulatory changes to maintain IRS qualified status and convey information to clients
  • Provide plan design, research, and awareness of current retirement plan product offerings

Required Qualifications:
  • Bachelor's degree in Business or Insurance or equivalent trade-off in related professional work experience
  • 5 years of retirement plan experience in areas such as plan design, administration, marketing, federal regulations, and project work
  • Demonstrated knowledge of retirement plan administration concepts, policies, and procedures
  • ASPPA Designations preferred

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