Retirement Plan Consultant - Remote

About the Role

We are seeking a dedicated Retirement Plan Consultant - Remote to join our team. In this role, you will provide expert guidance on retirement plans, ensuring compliance and effective management of client accounts. As a Retirement Plan Consultant, you will play a crucial role in helping clients navigate their retirement planning needs, making this an impactful position within our organization.

What You'll Do

• Consult with clients to assess their retirement plan needs and provide tailored solutions.
• Ensure compliance with ERISA regulations and other relevant laws governing retirement plans.
• Conduct benefit calculations and prepare Form 5500 documentation for clients.
• Collaborate with cross-functional teams to enhance client success and satisfaction.
• Utilize Microsoft Teams and Office for effective communication and project management.
• Analyze financial data to provide insights and recommendations for retirement plan strategies.
• Participate in marketing campaigns and content creation to promote retirement plan services.

Requirements

• 3-5 years of experience as a Retirement Plan Consultant or in a similar role.
• Strong knowledge of defined benefit plans, cash balance plans, and 401(k) administration.
• Proficiency in compliance testing and regulatory requirements.
• Excellent communication and organizational skills.
• Ability to work independently in a virtual-first environment.

Nice to Have

• Experience with governmental reporting and financial analysis.
• Familiarity with social media management and marketing strategies.
• Certification in retirement planning or related fields.

What We Offer

• Flexible PTO policy and 12 paid holidays, plus additional floating holidays.
• 401(k) plan with up to 4% company match.
• Paid parental leave and comprehensive medical, dental, and vision plans.
• Company-paid life and short-term disability insurance.
• Bonus plan eligibility based on performance.