Retirement Plan Consultant

Job Summary

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

Key Responsibilities

• Serve as the primary contact for a caseload of mid-size and large retirement plans, providing expertise and guidance
• Act as an advocate for clients, ensuring excellent customer service and representing their interests in Retirement Operations
• Analyze federal regulatory changes impacting retirement plans and provide plan design and product offering insights

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