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

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