Retirement Plan Consultant

Job is Expired

Location: Remote

Compensation: To Be Discussed

Reviewed: Thu, Apr 24, 2025

Job Category: Financial

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Job Summary

A company is looking for a Retirement Plan Consultant.

Key Responsibilities

Review and advise on Plan Documents, Amendments, and Notices
Manage client relationships and oversee annual administration of plans
Conduct compliance testing and prepare necessary government forms

Required Qualifications

High School Diploma or GED required
Minimum 2 years of experience in a financial services operations environment
Broad knowledge of the retirement plan industry
Willingness to obtain ASPPA QKA designation or NIPA equivalent
Experience with trust accounting and compliance reporting

COMPLETE JOB DESCRIPTION

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Job is Expired

Company Overview

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