3(16) Consultant

Job Summary

A company is looking for a 3(16) Consultant to work directly with Plan Sponsors and Financial Advisors to ensure 3(16) responsibilities are fulfilled.

Key Responsibilities

• Serve as the primary contact for Plan Sponsors and Financial Advisors regarding 3(16) responsibilities
• Oversee the creation of the 3(16) annual letter and manage related project tasks in the PensionPro workflow system
• Monitor eligibility calculations, fund change notices, and ensure timely distribution of required materials and notices

Required Qualifications

• High school diploma or GED required
• Two or more years of experience in the retirement industry required
• Associate's degree in Business/Accounting preferred
• Experience with workflow systems such as PensionPro or similar
• Intermediate skills in Microsoft Office applications, including Outlook, Word, PowerPoint, and Excel