Retirement Plans Implementation Consultant

Job Summary

A company is looking for an Implementation Consultant - Retirement Plans.

Key Responsibilities

• Prepare illustrations for Defined Contribution plans and clarify compliance issues
• Coordinate plan design and review calls with new clients to communicate plan rules and regulations
• Act as a technical resource and subject matter expert, providing guidance to team members throughout the implementation process

Required Qualifications

• High school diploma or GED required; Bachelor's degree preferred
• 5+ years of compliance and full cycle annual administration experience required
• Experience in high-touch, direct client service
• Experience with retirement plan implementation or conversion preferred
• Basic MS skills including Outlook, Word, and Excel required