Plan Consultant (Fully Remote)

Ubiquity Retirement and Savings; United States; Remote; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health, dental, and vision coverage (≈

Job summary

Ubiquity Retirement and Savings in the United States is seeking a Plan Consultant to lead plan design discussions with new plan sponsors, translate client elections into accurate documentation, and manage handoffs from sales into onboarding.

You will operate with independence and sound judgment while building trusted relationships. The role offers full remote work, a flexible culture, comprehensive benefits, and a competitive base salary with bonus.

Responsibilities

• Lead plan design discussions explaining provisions, eligibility, contributions, and vesting schedules.
• Conduct calls with clients to gather elections and ensure timelines are met.
• Translate client elections into accurate documentation and manage handoffs from sales into onboarding.
• Partner with Documents team to ensure plan documents are accurate and coordinate with other teams as needed.

Skills

Plan design discussions

Client elections documentation

Independent judgment

Cross-functional collaboration

Job description

• The Plan Consultant is a client-facing member responsible for leading plan design discussions with new plan sponsors.
• Translate client elections into accurate documentation and manage handoffs from sales into onboarding.
• Operate with independence using judgment and critical thinking while maintaining accuracy and client trust.

Core Responsibilities:

• Lead plan design discussions explaining provisions, eligibility, contributions, and vesting schedules.
• Conduct calls with clients to gather elections and ensure timelines are met.
• Partner with Documents team to ensure plan documents are accurate and coordinate with other teams as needed.
• Health, dental, and vision coverage with 90% premium covered for employees.
• 401(k) with company match up to 4% and $100/month wellness reimbursement.
• Fully remote work with a flexible culture and $300 home office stipend.

Compensation & Schedule:

• Base salary range $75,000–$95,000 plus 5% variable compensation.
• Hours are 8:00 a.m.–5:00 p.m. or 9:00 a.m.–6:00 p.m. Pacific Time.
• The company uses AI tools in hiring but final decisions are made by humans.

Ubiquity Retirement and Savings

Ubiquity Retirement and Savings provides retirement plan solutions for businesses. The company fosters a fully remote, flexible work culture with a focus on client service.