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