Retirement Plan Consultant

Job Summary

A company is looking for a Retirement Plan Consultant.

Key Responsibilities

• Review and advise on Plan Documents and manage client relationships for annual administration and special projects
• Collaborate with various stakeholders to deliver tailored retirement plan solutions and conduct compliance testing
• Prepare trust accounting records, government forms, and provide audit support for large plans

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
• Proficient in reconciliation processes and familiar with Microsoft Teams and file-sharing tools