Telecommute Retirement Plan Consultant

Location: Nationwide

Compensation: To Be Discussed

Staff Reviewed: Tue, Jan 05, 2021

This job expires in: 14 days

Job Category: Financial

Remote Level: 100% Remote

Employer Type: Employer

Job Summary

A financial services organization is filling a position for a Telecommute Retirement Plan Consultant.

Individual must be able to fulfill the following responsibilities:

  • Act as the single point of contact for and “own” assigned clients
  • Provide support to Senior Retirement Plan Administrators and assist in training
  • Provide support to financial advisors and referral sources

Required Skills:

  • Understand Form 5500 long form and requirements for audit support
  • Understand requirements for QDRO support Understand new comparability concepts and general testing
  • Understand basics of control and affiliated service groups
  • Understand MEPs, non-qualified plans, DB and CB plan concepts

COMPLETE JOB DESCRIPTION

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