Plan Services Consultant II

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