Retirement Plan Consultant

CPS, Inc.; Phoenix (AZ); Remote; Full time

Job summary

A national plan provider is seeking an experienced Retirement Plan Consultant for a remote position. The ideal candidate will have extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, along with a strong understanding of compliance and industry regulations. As a Retirement Plan Consultant, you will manage client relationships and advise on the compliance, design, and administration of retirement plans, ensuring exceptional client service.

Qualifications

• Experience in retirement services, including Defined Contribution and Defined Benefit plans.
• Strong understanding of compliance and industry regulations.
• Proven ability to manage client relationships effectively.

Responsibilities

• Proactively manage day to day relationships with assigned caseload of clients.
• Understand plan documents to consult clients on compliance and enhancements.
• Develop client expectations while providing exceptional service.

Skills

Extensive knowledge of retirement services

Understanding of compliance and regulations

Client relationship management

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.