Plan Support Consultant

Job Summary

Partnering with employers and internal teams, the full-time remote Plan Support Consultant will manage plan-level service and administrative requests, ensuring accuracy, compliance, and effective communication while residing in select US states.

Key responsibilities

• Process plan-level service and administrative requests, including drafting and executing plan amendments
• Conduct consultations with employers on new plan designs and amendments, documenting decisions and required information
• Maintain accurate plan records and serve as a point of contact for employer and internal partner inquiries

Required qualifications

• 3-5+ years of ERISA experience in the retirement industry
• 2-3+ years of client-facing experience
• Bachelor's degree in Business or related field preferred, or equivalent work experience
• Professional designation (ASPPA, NIPA, etc.) preferred
• Proficiency in Microsoft Office and relevant business systems