Retirement Plan Consultant

CPS, Inc.; Philadelphia (Philadelphia County); Remote; USD 70,000 - 100,000; Full time

Job summary

A national plan provider is seeking an experienced Retirement Plan Consultant for a remote role. The ideal candidate will have extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans. Responsibilities include managing client relationships, consulting on plan compliance and enhancements, and providing exceptional service while building trust within the team. This position plays a key role in advising clients on compliance and retirement plan administration.

Qualifications

• Extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans.
• Strong understanding of compliance, regulations, and industry best practices.

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

Overview

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.