Job Summary
A financial services organization is seeking a Remote Retirement Plan Consultant.
Must be able to:
- Provide support to financial advisors and referral sources
- Provide support to Senior Retirement Plan Administrators
- Ensure compliance with DOL and IRS requirements
Qualifications for this position include:
- Minimum 2 years of experience in a financial services operation's environment
- High School Diploma or GED required
- Understand requirements for QDRO support
- Broad knowledge of the retirement plan industry, willingness to obtain ASPPA QKA designation orNIPA equivalent
- Understand new comparability concepts and general testing
- Understand basics of control and affiliated service groups
