Retirement Plan Consultant

Job Summary

A company is looking for a Plan Services Consultant II responsible for providing retirement plan services to clients.

Key Responsibilities

• Serve as the primary contact for mid-size and large retirement plans, providing expertise in service and conservation
• Analyze federal regulatory changes affecting retirement plans and communicate relevant information to clients
• Provide excellent customer service to retain clients and support marketing and sales efforts

Required Qualifications

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