Retirement Plan Consultant

Cps4jobs; Philadelphia (Philadelphia County); Remote; USD 85,000 - 130,000; Full time

Job summary

National Plan Provider is seeking an experienced Retirement Plan Consultant for a remote role in the United States. The candidate should bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and a strong understanding of compliance, regulations, and industry best practices.

The Retirement Plan Consultant will advise clients on the compliance, design, and administration of their retirement plans, while maintaining exceptional service and trust

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.