Retirement Plan Consultant

Job Summary

A company is looking for a Plan Services Consultant II (Hybrid).

Key Responsibilities

• Serve as the primary contact for a caseload of mid-size and large retirement plans, providing expertise and guidance
• Advocate for clients' interests in Retirement Operations and ensure excellent customer service
• Analyze federal regulatory changes affecting retirement plan administration and communicate relevant information to clients

Required Qualifications

• Bachelor's degree in Business or equivalent work experience
• 5 years of retirement plan experience in areas such as plan design, administration, and federal regulations
• Demonstrated knowledge of retirement plan administration concepts, policies, and procedures
• ASPPA Designations preferred