Retirement Plan Consultant

Job Summary

To develop technical expertise in managing and retaining clients' retirement plan business, the remote EPS Staff Consultant will provide exceptional customer service, collaborate with internal teams and external vendors, and assist with recordkeeping and compliance services for various retirement plans.

Key responsibilities

• Manage aspects of recordkeeping for client plans, ensuring accurate processing and reconciliation of asset balances
• Maintain day-to-day client contact, responding to inquiries and managing relationships effectively
• Assist senior team members with compliance tasks, including IRS Form 5500/SAR and audit packages

Required qualifications

• Bachelor's or Associate's Degree in Mathematics, Business, Finance, or Accounting preferred
• Two or more years of related business experience preferred; ASPPA RPF certificate completion preferred or willingness to obtain
• Strong computer skills, particularly in a Windows environment with proficiency in Word and Excel
• Excellent mathematical aptitude and organizational skills
• Relius Administration experience is a plus