Retirement Plan Consultant

CPS, Inc.; Philadelphia (Philadelphia County); Remote; USD 90,000 - 120,000; Full time

Job summary

CPS, Inc. is seeking an experienced Retirement Plan Consultant for a remote role in the United States.

The ideal candidate will bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and possess a strong understanding of compliance, regulations, and industry best practices. The consultant will advise clients on compliance, design, and administration of retirement plans.

Qualifications

• Extensive knowledge of retirement services including Defined Contribution and Defined Benefit plans.
• Strong understanding of compliance, regulations, and industry best practices.
• Experience advising clients on compliance, design, and administration of retirement plans.

Responsibilities

• Proactively manage day to day relationships with assigned caseload of clients.
• Understand plan documents to consult with clients on plan compliance, IRS regulations, and plan enhancements.
• Develop appropriate client expectations while providing exceptional service to clients.
• Build trust within the team by consistently demonstrating honesty, reliability, and accountability.

Job description

Retirement Plan Consultant - REMOTE

National Plan Provider is seeking an experienced Retirement Plan Consultant. The ideal candidate will bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and possess a strong understanding of compliance, regulations, and industry best practices. The Retirement Plan Consultant plays a key role in advising clients on the compliance, design, and administration of their retirement plans.

Key Responsibilities:

• Proactively manage day to day relationships with assigned caseload of clients.


• Understand plan documents to consult with clients on plan compliance, IRS regulations, and plan enhancements.


• Develop appropriate client expectations while providing exceptional service to clients.


• Build trust within the team by consistently demonstrating honesty, reliability, and accountability.